Citizens Banker

Citizens•Upper Darby, PA
•$25•Onsite

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including needs such as planning for the future, buying a home, or opening a credit card. They introduce customers to digital and mobile-first banking options, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also includes making outbound calls to acquire customers and schedule financial checkup appointments. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. Work schedules vary with branch needs and may include weekends and evenings. Starting pay is $25 per hour and up. Candidates must complete a video interview assessment after applying, within seven days of receiving the link. Offers are contingent on successfully passing a background check.

Requirements

  • High school degree or GED.
  • Two years of sales and customer service experience, demonstrating the ability to meet or exceed goals.
  • Ability to ask effective questions and identify needs to improve customer relationships.
  • Proven success building relationships and recommending and referring products and services through in-person and phone interactions.
  • Demonstrated ability to use digital technology to support business goals.
  • Ability to solve problems 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 weekends and evenings.
  • Meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Complete a video interview assessment within seven days of receiving the link.
  • Pass a background check as a condition of an employment offer.

Nice To Haves

  • One year of cash handling experience.

Responsibilities

  • Build relationships with customers and provide trusted financial advice.
  • Ask questions to understand customers’ personal financial goals and needs.
  • Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
  • Introduce customers to digital and mobile-first banking transactions, including the bank’s app and ATMs.
  • Collaborate with Wealth Management, Mortgage, and Business Banking partners to address customers’ more 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 state and local laws and regulations.

Benefits

  • Eight 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.
  • Career growth opportunities through training, coaching, career planning, and development resources.
  • Comprehensive health care coverage, including medical, dental, and vision plans.
  • 401(k) with corporate match.
  • Tuition assistance.
  • Mental health and wellbeing programs.
  • Discounts on student loan refinancing.
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