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Citizens · 2 months ago

Citizens Banker - Bilingual - Spanish Required

NORRISTOWN, PA

Full-time

Onsite

Entry Level

2+ years exp

Citizens is a banking institution that focuses on building lasting relationships with customers. The Citizens Banker role involves assisting customers with financial solutions and providing tailored advice to meet their personal financial goals.

Information Technology & Services

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, like on our app or through our ATMs

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

Qualification

Sales experienceCustomer service experienceBilingual - SpanishDigital technology skillsProblem-solving skillsRelationship buildingMultitaskingCollaboration skillsSelf-motivated

Required

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

Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link