Citizens Banker

Citizens Bank•Harrisburg, 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’ personal financial goals and recommend tailored solutions for spending, saving, borrowing, and investing needs, such as planning for the future, buying a home, or opening a credit card. They also introduce customers to digital and mobile-first banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners on complex needs, and make outbound calls to acquire customers and schedule financial checkups. The role requires following financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position is 40 hours per week, with a schedule that varies according to branch needs and may include weekends and evenings. Candidates must complete a self-guided video interview assessment after applying. An employment offer is conditional on successfully passing a background check.

Requirements

  • High school degree or GED.
  • Two years of sales and customer service experience, demonstrating an 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 using digital technology to support business goals.
  • Aptitude for problem-solving and providing 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 required video interview assessment within seven days of receiving the link.
  • Successfully pass the background check required as a condition of an employment offer.

Nice To Haves

  • One year of cash handling experience.

Responsibilities

  • Build lasting customer relationships and provide trusted financial advice.
  • Use communication and problem-solving skills 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-first banking transactions through the bank’s app and ATMs.
  • Collaborate with Wealth Management, Mortgage, and Business Banking partners to address customers’ 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.
  • Training, coaching, career planning, and development resources, with opportunities for promotion and career growth.
  • 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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