Citizens Banker

Citizens Financial Group•Ardmore, PA

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted advice. They use communication and problem-solving skills and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ financial goals and recommend tailored solutions, introduce customers to digital and mobile banking options, and collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex needs. The role also makes outbound calls to acquire customers and schedule financial checkup appointments. Bankers must follow financial policies and procedures, including cash-handling requirements and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. The work schedule varies according to branch needs and may include weekends and evenings. Starting pay is $25 per hour and up.

Requirements

  • High school degree or GED.
  • At least 2 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 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 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 7 days of receiving the link; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

  • 1 year of cash-handling experience.

Responsibilities

  • Build relationships with customers and provide trusted financial advice.
  • Ask questions to understand customers’ financial goals and needs, and recommend tailored solutions for spending, saving, borrowing, and investing.
  • Introduce customers to digital and mobile banking options, including 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, handle cash properly, and comply with applicable state and local laws and regulations.

Benefits

  • 8 hours of annual paid time off for volunteering, separate from regular PTO.
  • Donations to eligible 501(c)(3) organizations matched up to $1,000 annually.
  • 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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