Banking Relationship Advisor — Growth & Impact

Citizens; Somerville (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer PTO

Donation matching

Health & 401K

Tuition assistance

Mental health programs

Student loan discounts

Job summary

Citizens Bankers in Somerville, MA is seeking a customer-focused professional to help customers with financial solutions and guidance. You’ll discuss goals, advise on spending, saving, borrowing and investing, and introduce digital banking options.

You’ll build lasting relationships, participate in outreach, and collaborate with partners to meet customers’ evolving needs. The role includes branch hours, weekend/evening shifts, and a strong focus on service excellence.

Qualifications

• 2 years of sales and customer service experience.
• Ability to ask questions and identify needs to improve the customer relationship.
• Proven success with building relationships and referring products/services.
• Experience using digital technology to support business goals.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Support spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile banking options.
• Collaborate with partners to help customers with complex financial needs.
• Make outbound calls to acquire new customers and schedule checkups.

Skills

Sales and customer service

Communication

Relationship building

Problem solving

Digital literacy

Multitasking

Phone interactions

Availability

Education

High School diploma or GED

Tools

Digital banking platforms

Job description

Citizens Bankers in Somerville, MA is seeking a customer-focused professional to help customers with financial solutions and guidance. You’ll discuss goals, advise on spending, saving, borrowing and investing, and introduce digital banking options.

You’ll build lasting relationships, participate in outreach, and collaborate with partners to meet customers’ evolving needs. The role includes branch hours, weekend/evening shifts, and a strong focus on service excellence.