Bank Teller: Personal Finance Advisor

Citizens Bank

Toms River (NJ)

On-site

USD 44,000 - 53,000

Full time

14 days+

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Benefits offered by this job

Volunteer time off
Donation matching
401(k) match
Tuition assistance

Job summary

Citizens Bank in New Jersey is seeking a friendly customer service associate to greet visitors in our lobby. You’ll demonstrate how to use our mobile app or ATMs to complete simple transactions and offer personalized advice to help customers meet their financial goals.

You’ll follow bank policies, handle cash responsibly, connect customers with Bankers for next steps, and deliver exceptional service while growing your career and benefiting from our supportive community.

Qualifications

  • High School degree or GED.
  • Minimum of 6 months experience processing transactions.
  • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers.
  • Strong listening and communication skills.
  • Ability to effectively ask questions and identify needs to enhance and develop a long‑term customer relationship.
  • Ability to problem solve and provide solutions to customer issues.
  • Customer‑centric to deliver exceptional service.
  • Comfortable with using digital technology to support the delivery of business goals.
  • Ability to work branch hours, which can include weekends and evenings.

Responsibilities

  • Greet customers in the lobby and assist with basic transactions using app or ATMs.
  • Demonstrate mobile app and ATM features to customers.
  • Provide personalized financial advice aligned with customers' goals.
  • Route to Bankers for complex needs and next steps.
  • Adhere to all financial policies and cash handling procedures.

Skills

Customer service
Cash handling
Communication
Active listening
Questioning needs
Digital literacy

Education

High School diploma or GED

Tools

None

Job description

Citizens Bank in New Jersey is seeking a friendly customer service associate to greet visitors in our lobby. You’ll demonstrate how to use our mobile app or ATMs to complete simple transactions and offer personalized advice to help customers meet their financial goals.

You’ll follow bank policies, handle cash responsibly, connect customers with Bankers for next steps, and deliver exceptional service while growing your career and benefiting from our supportive community.

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