Citizens Banker

Citizens Financial Group•Morris Plains, NJ

About The Position

Citizens Bankers represent the branch and build lasting customer relationships by providing trusted financial advice. They learn customers’ personal financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, and opening credit cards. They introduce customers to digital and mobile banking options, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners to address more complex needs. The role also makes outbound calls to acquire customers and schedule financial checkups. Bankers follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position offers meaningful customer work, opportunities to contribute ideas, paid volunteer time and donation matching, career development and training, and comprehensive benefits. The work schedule is 40 hours per week and varies with branch needs; it may include evenings and weekends. The stated hourly salary range is $28.75–$35.38, with additional incentive earnings available. Actual pay depends on factors including budget, work location, skills, and experience.

Requirements

  • High school degree or GED.
  • At least 2 years of sales and customer service experience, with demonstrated ability to meet or exceed goals.
  • Ability to ask effective questions and identify needs to improve customer relationships.
  • Demonstrated success building relationships and recommending and referring products and services through in-person and phone interactions.
  • Skills using digital technology to support business goals.
  • Ability to problem-solve and provide solutions to customer issues.
  • Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
  • Self-motivation, confidence, and ability to multitask effectively.
  • Ability to work branch hours, which may include evenings and weekends.
  • Meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Complete the video interview assessment within 7 days of receiving the link; a camera- and microphone-enabled smartphone, tablet, or desktop computer is needed.

Nice To Haves

  • At least 1 year of cash handling experience.
  • Spanish speaking.

Responsibilities

  • Build lasting customer relationships and provide trusted financial advice.
  • Identify customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
  • Introduce customers to digital and mobile-first banking transactions through the bank’s app and ATMs.
  • Collaborate with Wealth Management, Mortgage, and Business Banking partners to support customers with complex financial needs.
  • Make outbound calls to acquire new customers and schedule financial checkup appointments.
  • Follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

Benefits

  • 8 hours of paid time off annually for volunteering, separate from regular PTO.
  • Eligible donations to 501(c)(3) organizations matched up to $1,000 annually.
  • Training, coaching, career planning, and development resources.
  • Comprehensive medical, dental, and vision coverage.
  • 401(k) with corporate match.
  • Tuition assistance and education reimbursement.
  • Mental health and wellbeing programs.
  • Discounts on student loan refinancing.
  • Maternity and paternity leave.
  • Flexible work arrangements.
  • Wellness programs.
  • Paid time off policy that exceeds mandatory paid sick or paid time-away requirements in every local and state jurisdiction in the United States.
  • Opportunity to earn additional incentive earnings.
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