Citizens Banker

Citizens Bank • Conshohocken, PA

412d • $46,259 - $55,744

About The Position

The Citizens Banker role is focused on building lasting relationships with customers by providing trusted financial advice and solutions. This position requires strong communication and problem-solving skills to assist customers with their financial needs, including spending, saving, borrowing, and investing. The role involves collaborating with various banking partners and making outbound calls to acquire new customers while adhering to financial policies and procedures.

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 customer relationships.
• Proven success in building relationships and recommending products and services through in-person and phone interactions.
• Demonstrated skills in using digital technology to support business goals.
• Aptitude to problem solve and provide solutions to customer issues.
• Recognized ability to strengthen relationships with teammates and business partners through collaboration.
• Self-motivated, confident, and able to multitask effectively.
• Ability to work branch hours, including weekends and evenings.
• Meet and comply with all requirements set forth in the SAFE Act.

Nice To Haves

• 1 year cash handling experience.

Responsibilities

• Build and maintain relationships with customers by providing trusted financial advice.
• Assist customers with their financial needs, including spending, saving, borrowing, and investing.
• Introduce customers to digital and mobile banking solutions.
• Collaborate with partners in Wealth Management, Mortgage, and Business Banking for complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow all financial policies and procedures, including cash handling and compliance with state and local laws.

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.
• 4 hours of paid time off annually for volunteering, separate from regular PTO.
• Donation matching up to $1,000 annually for eligible 501(c)(3) organizations.
• Career growth opportunities through training and coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED