CDL Sales Advisor jobs in United States
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Citizens · 5 days ago

CDL Sales Advisor

positionOne Citizens Bank Way, Johnston, RI, 02919, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Citizens is a financial institution that offers more than traditional banking services. The CDL Sales Advisor role involves generating sales via phone channels, responding to inbound inquiries, and driving sales through outbound initiatives while providing exceptional customer support throughout the lending process.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Handle incoming calls and provide guidance and solutions to prospects and customers with basic lending needs
You will be responsible for driving sales through outbound calling initiatives
Refer to other areas for products that require complex financial analysis and expertise. respond to incoming calls from customers already in process
Pipeline management and maintain ongoing communication with customers as necessary to ensure a simple fast and hassle-free lending experience
Participate in organized and self driven training course aimed at advancement
Maintain thorough knowledge of lending criteria, policies, procedures, regulatory and ERL certification requirements
Meet and exceed established volume

Qualification

Call center experienceComputer skillsVerbal communicationWritten communicationInterpersonal skillsRegulatory understandingTeam playerFast-paced environment

Required

High School Diploma or GED
Requires ability to navigate a computerized data entry system
Strong computer skills
Excellent verbal and written communication skills, telephone etiquette and friendly attitude
Effective interpersonal skills, must be a team player
Ability to work in a fast-paced environment
Dependable and willing to be flexible with work schedule, including working overtime if needed
Understanding of regulatory requirements

Preferred

Call center experience preferred

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

Business Wire
Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
2026-01-22
Business Wire
Citizens Financial Group to Participate at the UBS Financial Services Conference
2026-01-22
Talk Business & Politics
Connections: New hires announced at Walton School of Medicine
2026-01-19
Company data provided by crunchbase