About This Role
The Citizens Banker is the primary point of contact for customers in the branch, focusing on building lasting relationships by providing trusted financial advice. This role involves understanding customers' financial goals and offering tailored solutions across spending, saving, borrowing, and investing needs.
Responsibilities
- Get to know customers and build lasting relationships by providing trusted advice
- 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
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 successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS
Nice to have:
- 1 year cash handling experience
Benefits
- Meaningful work and relationships
- 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
- Comprehensive health care coverage, including medical, dental, and vision plans
- 401K with corporate match
