Banking Advisor - Build Trust & Grow Your Career

Citizens; West Chester (Chester County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid volunteer time off

Matching charitable donations

Health care coverage

401K with company match

Tuition assistance

Job summary

Citizens Bankers seeks a people-oriented, skilled advisor to help customers with financial solutions and relationship-building at the branch. You’ll guide clients on spending, saving, borrowing, and investing, while introducing digital banking tools and working with Wealth Management and Mortgage teams.

The role emphasizes outbound outreach, strong communication, and delivering personalized financial plans, with a focus on customer satisfaction and regulatory compliance.

Qualifications

• ,"High School degree or GED" provided as minimum
• "2 years of sales and customer service experience"
• "Ability to work branch hours including weekends and evenings"
• "Knowledge of using digital technology to support business goals"
• "SAFE Act requirements including pre-employment screening and NMLS ID"

Responsibilities

• Provide trusted advice and build relationships with customers.
• Offer financial solutions across spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile banking apps and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking teams.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales skills

Customer service

Communication

Problem solving

Relationship building

Digital literacy

Multitasking

Self-motivated

Time management

Interview/video app

Education

High School diploma or GED

Job description

Citizens Bankers seeks a people-oriented, skilled advisor to help customers with financial solutions and relationship-building at the branch. You’ll guide clients on spending, saving, borrowing, and investing, while introducing digital banking tools and working with Wealth Management and Mortgage teams.

The role emphasizes outbound outreach, strong communication, and delivering personalized financial plans, with a focus on customer satisfaction and regulatory compliance.