Banking Services Advisor — Flexible Schedule

Citizens Bank - Indiana; Monrovia (IN); On-site; USD 34,000 - 46,000; Full time

Job summary

Citizens Bank - Indiana is seeking a customer service oriented representative to serve as the primary service and sales contact for bank customers. You will process everyday transactions, create monetary instruments, and guide customers to checking, savings, and other products while helping protect funds from fraud.

The role emphasizes building trusted relationships, adhering to KYC practices, cross-selling bank services, and maintaining accuracy in cash handling while delivering courteous

Qualifications

• High school diploma or equivalent.
• Ability to read, write, and speak English; count currency and coin; and perform simple arithmetic.
• Bi-lingual preferred.
• Successful completion of credit check, drug screen, and background check.
• Flexible schedule Monday-Friday and Saturday morning availability.
• Two years of customer service experience OR completion of internal Banker Pathway I.

Responsibilities

• Represent the bank to the customer in a courteous, professional manner and advance the customer's relationship with the bank.
• Process all other bank-related transactions in accordance with deepening the customer relationship; practice strong Know-Your-Customer (KYC).
• Handle cash and negotiable instruments with accuracy and monitor for fraudulent activity.
• Cross-sell bank services in accordance with branch goals.
• Operate in a team environment and provide excellent customer service.
• Complete tasks necessary to secure company assets.
• Uphold customer and employee service standards.
• Accurately open personal deposit accounts and complete higher level customer requests per bank standards.

Skills

Communication

Interpersonal skills

Computer skills

Critical thinking

Consultative sales experience

Bi-lingual preferred

Education

High school diploma or equivalent

Job description

Citizens Bank - Indiana is seeking a customer service oriented representative to serve as the primary service and sales contact for bank customers. You will process everyday transactions, create monetary instruments, and guide customers to checking, savings, and other products while helping protect funds from fraud.

The role emphasizes building trusted relationships, adhering to KYC practices, cross-selling bank services, and maintaining accuracy in cash handling while delivering courteous