Citizens Banker

Citizens•New York, NY

6h•Onsite

About The Position

Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. This role is for an outgoing "people person" who enjoys building positive relationships with customers. Using strong communication and problem-solving skills, along with a broad range of financial knowledge, the banker will provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing, and investing needs. They will get to know customers’ personal financial goals and recommend tailored solutions to help achieve them, such as planning for the future, buying a home, or opening a new credit card. The role also involves introducing customers to digital and mobile-first ways to handle banking transactions, like on the company's app or through ATMs. Bankers will collaborate with partners in Wealth Management, Mortgage, and Business Banking to help customers with more complex financial needs. They will make outbound calls to acquire new customers and schedule financial checkup appointments, understanding that customer needs evolve. All financial policies and procedures will be followed, including proper cash handling, state, and local laws and regulations.

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.

Nice To Haves

1 year cash handling experience

Responsibilities

Get to know customers and build lasting relationships by providing trusted advice.
Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
Make outbound calls to acquire new customers and schedule financial checkup appointments.
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations.

Benefits

Meaningful work & relationships
Commitment to community
8 hours of paid time off annually for volunteering, separate from regular PTO
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling through training, coaching, career planning and development resources
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing