Citizens Banker

Citizens Bank; Ludlow (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking organization where you can make a real impact on customers' financial journeys. As a key representative, you'll engage with clients, offering tailored financial solutions and fostering lasting relationships. Your role will involve understanding personal financial goals and guiding customers through their banking needs, from saving to investing. With a commitment to community and exceptional growth opportunities, this position offers a rewarding career path. Embrace the chance to contribute positively to people's lives while developing your skills in a supportive environment.

Benefits

Health Care Coverage

401K with Corporate Match

Tuition Assistance

Paid Volunteer Time

Mental Health Programs

Discounts on Student Loan Refinancing

Qualifications

• 2 years of sales and customer service experience required.
• Ability to effectively ask questions and identify customer needs.
• Demonstrated skills in using digital technology.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Build lasting relationships by offering sound advice.
• Collaborate with partners to help customers with complex needs.

Skills

Customer Service

Sales Experience

Problem Solving

Communication Skills

Relationship Building

Education

High School Degree or GED

Tools

Digital Technology

Job description

Description

Starting Salary: $24.50 / hour and up

Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.

What you'll do

Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!

Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.

You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.

What you'll get

• Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
• Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
• Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
• Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.

Required Qualifications

• High School degree or GED required
• 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
• Ability to effectively ask questions and identify needs to improve the customer relationship
• Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
• Demonstrated skills in using digital technology to support the delivery of business goals
• Aptitude to problem solve and provide solutions to customer issues
• Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
• Self-motivated, confident and ability to multitask effectively
• Ability to work branch hours, which can include weekends and evenings
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
• Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.

Preferred skills/experience:

• 1 year cash handling experience

Hours and Work Schedule

• Hours per Week: 40
• Work Schedule: Varies with branch needs and may include weekends and evenings

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.