Citizens Banker

Citizens Bank

Panorama (NY)

On-site

USD 52,000 - 65,000

Full time

8 days ago
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Benefits offered by this job

Volunteer time off
Charitable donation matching
Health, dental, vision
401K match
Tuition assistance

Job summary

Citizens Bank is hiring a friendly, outgoing Bank Associate to build lasting relationships with customers and offer trusted financial guidance. You’ll help customers with everyday banking, credit products, and personalized planning while promoting digital solutions.

The role emphasizes strong communication, problem solving, and a team-oriented mindset, with hours typical of a branch environment and opportunities for career growth within Citizens Bank.

Qualifications

  • 2 years of sales and customer service experience, meeting or exceeding goals.
  • Ability to asks questions and identify needs to improve customer relationships.
  • Proven success in building relationships and recommending/referring products and services.
  • Experience using digital technology to support business goals.

Responsibilities

  • Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs.
  • Help customers set personal financial goals and tailor solutions (future planning, home purchase, credit cards).
  • Introduce customers to digital/mobile banking; collaborate with Wealth Management, Mortgage and Business Banking for complex needs.
  • Make outbound calls to acquire new customers and schedule financial checkups.
  • Follow all financial policies, including cash handling and regulatory requirements.

Skills

Sales experience
Customer service
Communication
Problem solving
Digital banking

Education

High School diploma

Job description

Starting Salary: $25 / 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 8 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
Pay Transparency

The salary range for this position is $25.00 - $31.25 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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.

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