Citizens Banker

Citizens Bank•Norwood, MA
•$25 - $31

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships by offering 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. The role introduces customers to digital and mobile banking options, including the bank’s app and ATMs, and collaborates with Wealth Management, Mortgage, and Business Banking partners on complex needs. Bankers also make outbound calls to acquire customers and schedule financial checkups while following financial policies and procedures, cash-handling requirements, and applicable laws and regulations. The role works 40 hours per week, with a schedule that varies according to branch needs and may include weekends and evenings. The stated pay range is $25.48–$31.25 per hour, with an opportunity for additional incentive earnings. Actual pay depends on factors including budget, location, and relevant skills and experience. Candidates must complete a self-guided video interview assessment within seven days of receiving its link.

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 skill in using 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 and comply with 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 seven days of receiving the link.

Nice To Haves

  • One year of cash-handling experience.

Responsibilities

  • Get to know customers and build lasting relationships by providing trusted advice.
  • Use communication, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs.
  • Understand customers’ personal financial goals and recommend tailored products and services.
  • Introduce customers to digital and mobile banking options, including the bank’s app and ATMs.
  • Collaborate with partners in Wealth Management, Mortgage, and Business Banking 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

  • 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.
  • Training, coaching, career planning, development resources, promotions, and career-growth opportunities.
  • 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.
  • Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
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