Branch Banking Advisor: Build Relationships & Advise Clients

Citizens

Rochester Hills (MI)

On-site

USD 34,000 - 43,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
Dental and vision coverage
401(k) with company match
Education reimbursement
Wellness programs
Maternity/paternity leave
Flexible work arrangements
Paid time off for volunteering

Job summary

Citizens Bankers are the face of the branch, helping customers with their financial needs and offering trusted advice to support spending, saving, borrowing and investing decisions.

You’ll present tailored solutions, promote digital banking options, and collaborate with Wealth Management, Mortgage and Business Banking teams to assist more complex needs. Hours vary; starting wage is $25 per hour and up.

Qualifications

  • 2 years of sales and customer service experience.
  • Ability to identify needs and build customer relationships.
  • Proven success in presenting and referring financial products.
  • Comfort using digital technology to support business goals.
  • Willingness to work varied hours, including weekends.

Responsibilities

  • Assist customers with financial solutions across spending, saving, borrowing and investing.
  • Build relationships by offering trusted advice and proactively following up.
  • Promote digital and mobile banking options and collaborate with partners.

Skills

Sales experience
Customer service
Strong communication
Relationship building
Problem solving

Education

High School degree or GED

Tools

Digital banking tools

Job description

Citizens Bankers are the face of the branch, helping customers with their financial needs and offering trusted advice to support spending, saving, borrowing and investing decisions.

You’ll present tailored solutions, promote digital banking options, and collaborate with Wealth Management, Mortgage and Business Banking teams to assist more complex needs. Hours vary; starting wage is $25 per hour and up.

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