Banking Advisor & Relationship Builder

Citizens Bank; Warminster Township (Bucks County); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401K with corporate match

Tuition assistance

Volunteer time off

Donation matching

Job summary

Citizens Bank in Warminster Township seeks a customer-focused representative to greet clients and build lasting relationships. You’ll offer trusted advice on spending, saving, borrowing, and investing while guiding customers to digital banking tools.

This role requires strong communication, problem-solving, and the ability to work with Wealth Management and Mortgage partners. Hours vary, with weekends/evenings possible.

Qualifications

• 2 years of sales and customer service experience, meeting or exceeding goals.
• Ability to identify customer needs and propose suitable financial solutions.
• Experience using digital technology to support business goals.

Responsibilities

• Greet customers, offer sound financial advice and build lasting relationships.
• Provide recommendations across spending, saving, borrowing and investing.
• Introduce customers to digital and mobile banking tools and handle transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking teams on complex needs.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital banking familiarity

Education

High School degree or GED

Job description

Citizens Bank in Warminster Township seeks a customer-focused representative to greet clients and build lasting relationships. You’ll offer trusted advice on spending, saving, borrowing, and investing while guiding customers to digital banking tools.

This role requires strong communication, problem-solving, and the ability to work with Wealth Management and Mortgage partners. Hours vary, with weekends/evenings possible.