Banking Advisor & Relationship Builder

Citizens Bank; Hyannis (MA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Meaningful work & relationships

Volunteer time off (8 hours)

Career opportunities and training

Comprehensive benefits

Job summary

Citizens Bank Hyannis is seeking a friendly, outgoing banking professional to serve customers at the branch. You will listen to clients, understand their financial goals, and provide tailored guidance on spending, saving, borrowing, and investing strategies.

As a Citizens Bank team member, you will promote digital and mobile banking tools, support customers with cash handling policies, and collaborate with Wealth Management, Mortgage, and Business Banking partners to meet broader needs.

Qualifications

• 2+ years of sales and customer service experience.
• Ability to identify needs and strengthen customer relationships.
• Proven success with in-person and phone interactions.
• Proficient with digital tools to support business goals.

Responsibilities

• Build relationships with customers and offer trusted financial guidance.
• Provide recommendations for spending, saving, borrowing, and investing needs.
• Explain digital banking options (app, ATMs) and promote their use.
• Collaborate with banking partners to address complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales experience

Customer service

Communication

Education

High School / GED

Job description

Citizens Bank Hyannis is seeking a friendly, outgoing banking professional to serve customers at the branch. You will listen to clients, understand their financial goals, and provide tailored guidance on spending, saving, borrowing, and investing strategies.

As a Citizens Bank team member, you will promote digital and mobile banking tools, support customers with cash handling policies, and collaborate with Wealth Management, Mortgage, and Business Banking partners to meet broader needs.