Banking Relationship Advisor

Citizens; Detroit (MI); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off (8 hours)

Donations matching

Comprehensive health benefits

401K with company match

Tuition assistance

Wellness programs

Job summary

Citizens Bank is seeking a customer-oriented Banking Associate in Detroit, MI. You will help clients with spending, saving, borrowing and investing decisions while introducing them to Our digital banking tools and app-based transactions.

You will build lasting relationships, collaborate with Wealth Mgmt, Mortgage and Business Banking teams, and perform outbound calls to grow the customer base. The role requires flexibility for weekends/evenings and adherence to banking regulations.

Qualifications

• 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
• Ability to effectively ask questions and identify needs to improve the customer relationship
• Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
• Demonstrated skills in using digital technology to support the delivery of business goals
• Aptitude to problem solve and provide solutions to customer issues
• Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
• Self-motivated, confident and ability to multitask effectively
• Ability to work branch hours, which can include weekends and evenings
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.

Responsibilities

• Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs
• Help customers with tailored solutions to reach personal financial goals like planning for the future or buying a home
• Introduce customers to digital and mobile-first banking via app or ATMs
• Collaborate with Wealth Management, Mortgage and Business Banking partners for more complex needs
• Make outbound calls to acquire new customers and schedule financial checkup appointments
• Adhere to all financial policies and local/state laws during service delivery

Skills

Sales experience

Customer service

Communication skills

Relationship building

Digital banking knowledge

Problem solving

multitasking

Education

High School diploma or GED

Job description

Citizens Bank is seeking a customer-oriented Banking Associate in Detroit, MI. You will help clients with spending, saving, borrowing and investing decisions while introducing them to Our digital banking tools and app-based transactions.

You will build lasting relationships, collaborate with Wealth Mgmt, Mortgage and Business Banking teams, and perform outbound calls to grow the customer base. The role requires flexibility for weekends/evenings and adherence to banking regulations.