Citizens Banker

Citizens Financial Group • Boston, MA

15d • 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 involves using strong communication and problem-solving skills, along with broad financial knowledge, to provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing, and investing needs. You will get to know customers’ personal financial goals and recommend tailored solutions to help achieve them. You will introduce customers to digital and mobile-first ways to handle banking transactions and collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex financial needs. Additionally, you will make outbound calls to acquire new customers and schedule financial checkup appointments, ensuring all financial policies and procedures are 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.

Nice To Haves

• 1 year cash handling experience

Responsibilities

• 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.
• 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

• 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
• 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
• Promotions and opportunities to grow your career through training, coaching, career planning and development resources
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED