Banking Relationship Advisor

Citizens; New York (NY); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Education reimbursement

Paid time off

Job summary

Citizens Bankers in New York, NY is seeking an outgoing individual to support customers with financial guidance and product recommendations. You’ll use your communication skills to build relationships, handle transactions, and promote digital banking tools.

The role involves outbound interactions, branch collaboration, and adherence to policies. Relevant experience and a proactive, customer-centric attitude are essential for success.

Qualifications

• High school diploma or GED required.
• Experience in sales and customer service with goals.
• Strong communication and problem-solving skills.
• Ability to use digital banking tools to assist customers.
• Demonstrated relationship-building with customers.

Responsibilities

• Provide trusted financial guidance and solutions to customers.
• Promote digital and mobile banking options and assist customers with transactions.
• Collaborate with branch partners to meet customer needs and refer products.
• Maintain compliance with policies and cash handling procedures.
• Build lasting relationships and contribute to community-oriented goals.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Multitasking

Financial knowledge

Education

High School diploma or GED

Tools

Digital banking tools

Job description

Citizens Bankers in New York, NY is seeking an outgoing individual to support customers with financial guidance and product recommendations. You’ll use your communication skills to build relationships, handle transactions, and promote digital banking tools.

The role involves outbound interactions, branch collaboration, and adherence to policies. Relevant experience and a proactive, customer-centric attitude are essential for success.