Banker I

Citizens Bank - Indiana; Indianapolis (IN); On-site; USD 30,000 - 36,000; Full time

Job summary

Citizens Bank - Indiana is seeking an entry-level Service and Sales Associate to be the primary contact for customers, handling everyday transactions and suggesting banking solutions.

You will work under supervision, emphasize accuracy and security, build relationships, and promote products while supporting branch goals. A high school diploma and customer service experience are preferred, with flexibility to work some Saturdays.

Qualifications

• High school diploma or equivalent.
• Two years of customer service experience or completion of internal Banker Pathway I.
• The ability to read, write, and speak English; count currency and coin; and to perform simple arithmetic calculations.
• Flexible schedule Monday–Friday and Saturday morning availability.

Responsibilities

• Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
• Processes all other bank-related transactions in accordance with deepening the customer relationship and KYC practices.
• Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
• Cross-sells bank services in accordance with individual and branch performance goals.
• Operates in a team environment and provides excellent customer service.
• Responsible for the completion of tasks necessary to secure company assets.
• Uphold the customer and employee service standards established.
• Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.

Skills

Communication skills

Computer skills

Critical thinking

Sales experience

Education

High School diploma or equivalent

Job description

Summary Of Job Responsibilities

Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.

• Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
• Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
• Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
• Cross-sells bank services in accordance with individual and branch performance goals.
• Operates in a team environment and provides excellent customer service.
• Responsible for the completion of tasks necessary to secure company assets.
• Uphold the customer and employee service standards established
• Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.

Summary Of Job Responsibilities

Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.

Essential Duties

• Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
• Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
• Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
• Cross-sells bank services in accordance with individual and branch performance goals.
• Operates in a team environment and provides excellent customer service.
• Responsible for the completion of tasks necessary to secure company assets.
• Uphold the customer and employee service standards established
• Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.

Skills And Abilities Required

• The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
• Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
• Ability to exercise critical thinking skills.
• Preference of one year experience in a consultative sales environment.

Minimum Requirements

• A high school diploma or equivalent.
• Two years of customer service experience OR completion of internal Banker Pathway I.
• The ability to read, write, and speak English; count currency and coin; and to perform simple arithmetic calculations.
• Successful completion of credit check, drug screen, and background check.
• Flexible schedule Monday-Friday and Saturday morning availability.

Working Conditions

• Minimum discomfort from noise, heat, dust, and other causes.
• Required to stand for long periods when providing customer services
• Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
• The ability to lift and carry cash drawers and coin bags (up to 25 pounds).