Banking Relationship Advisor

Citizens Bank; Miami Beach (FL); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer time off

Matching gifts

Career growth

Comprehensive benefits

Job summary

Citizens Bank in Miami Beach seeks a friendly, service-oriented Banking Associate to help customers with financial decisions. You’ll build relationships, offer sound advice, and guide clients toward suitable products while promoting digital banking tools.

You will collaborate with Wealth Management, Mortgage, and Business Banking teams, and may work flexible branch hours including weekends. Relevant SAFE Act requirements apply.

Qualifications

• High School degree or GED required.
• 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.
• Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.

Responsibilities

• Build relationships and provide trusted financial advice to customers.
• Assist customers with financial solutions across spending, saving, borrowing and investing.
• Introduce digital and mobile banking for convenient transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales & customer service

Questioning & needs identification

Relationship building

Communication skills

Digital banking knowledge

Multitasking

Education

High School degree or GED

Job description

Citizens Bank in Miami Beach seeks a friendly, service-oriented Banking Associate to help customers with financial decisions. You’ll build relationships, offer sound advice, and guide clients toward suitable products while promoting digital banking tools.

You will collaborate with Wealth Management, Mortgage, and Business Banking teams, and may work flexible branch hours including weekends. Relevant SAFE Act requirements apply.