Branch Banking & Financial Solutions Advisor

Talentify; Revere (MA); On-site; USD 34,000 - 44,000; Full time

Job summary

Citizens Bankers role at Citizens Bank focuses on building lasting relationships with customers by offering trusted financial advice. You’ll help with banking needs and introduce digital options for transactions.

The position emphasizes strong communication, problem solving and collaboration with Wealth Management and Mortgage teams, with weekends/evenings possible and a clear path to growth in a customer-facing environment.

Qualifications

• High School degree or GED required.
• 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.
• Ability to use digital technology to support business goals.
• Problem solving and ability to provide solutions to customer issues.
• Team-oriented collaboration with partners and specialists.
• Self-motivated with multitasking ability.
• Ability to work branch hours, including weekends and evenings.
• Complete SAFE Act pre-employment checks and obtain NMLS identifier.
• Video interview assessment after applying, within 7 days.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Help customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking options for transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking teams.
• Make outbound calls to acquire new customers and schedule checkups.

Skills

Sales experience

Customer service

Communication skills

Digital banking

Problem solving

Team collaboration

Self-motivated

Flexible hours

Education

High School degree or GED

Job description

Citizens Bankers role at Citizens Bank focuses on building lasting relationships with customers by offering trusted financial advice. You’ll help with banking needs and introduce digital options for transactions.

The position emphasizes strong communication, problem solving and collaboration with Wealth Management and Mortgage teams, with weekends/evenings possible and a clear path to growth in a customer-facing environment.