Citizens - Bilingual - Spanish Required

Citizens Financial Group•Perth Amboy, NJ

2d•Onsite

About The Position

Citizens Bankers are the face of the branch, dedicating their time to understanding customer needs and building lasting relationships through trusted advice. This role involves assisting customers with their financial solutions, supporting their spending, saving, borrowing, and investing needs. You will get to know customers' personal financial goals and recommend tailored solutions, introduce them to digital banking options, and collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex needs. Additionally, you will make outbound calls to acquire new customers and schedule financial checkups, ensuring adherence to all financial policies, procedures, cash handling, and relevant 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
Spanish or Portuguese speaking preferred

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.