Citizens · 2 months ago
Citizens Banker
Citizens Bank is a customer-centric organization focused on building lasting relationships with clients. The Citizens Banker role involves helping customers with financial solutions, providing recommendations, and collaborating with various banking partners to address complex financial needs.
Information Technology & Services
Responsibilities
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card
You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs
You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now
All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations
Qualification
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
Preferred
1 year cash handling experience
Benefits
4 hours of paid time off annually for volunteering
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Comprehensive health care coverage, including medical, dental and vision plans
A 401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Company
Citizens
Citizens is a mobile app that encourages and empowers polite and responsible citizenship through technology and mutual accountability.
Funding
Current Stage
Early StageCompany data provided by crunchbase