Banking Advisor: Relationship Builder with Growth Potential

Citizens Bank; Bristol (RI); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Health insurance

401K with company match

Flexible work arrangements

Education reimbursement

Wellness programs

Volunteer time off

Job summary

Citizens Bank in Bristol, RI seeks a friendly, customer-focused individual to advise on financial solutions and help customers with banking needs. You will build relationships, promote digital tools, and support various financial services in a busy branch environment.

You’ll engage customers via in-person and phone interactions, learn products, and collaborate with teams to meet goals while following all policies. This role offers meaningful work and growth.

Qualifications

• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs.
• Experience building relationships and recommending products.
• Proficient with digital banking tools.

Responsibilities

• Provide recommendations and financial solutions to customers.
• Help customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking and assist with app/ATM usage.
• Prospect new customers through outbound calls and schedule checkups.

Skills

Sales experience

Customer service

Communication

Problem solving

Digital banking

Cash handling

Education

High School diploma or GED

Job description

Citizens Bank in Bristol, RI seeks a friendly, customer-focused individual to advise on financial solutions and help customers with banking needs. You will build relationships, promote digital tools, and support various financial services in a busy branch environment.

You’ll engage customers via in-person and phone interactions, learn products, and collaborate with teams to meet goals while following all policies. This role offers meaningful work and growth.