Citizens Banker

Citizens; Philadelphia (Philadelphia County); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Paid volunteer time

Matching charitable donations

Promotions & career growth

Health, dental, vision + 401K

Job summary

Citizens Bankers is seeking a friendly and outgoing team member to help customers with financial solutions at a branch. You’ll use your communication skills to understand needs, offer sound advice, and build lasting relationships while supporting spending, saving, borrowing and investing needs.

Join a team that guides customers through digital and in-branch banking, including apps and ATMs, and collaborate with specialists across Wealth Management, Mortgage and Business Banking to address more

Qualifications

• 2 years of sales and customer service experience
• Ability to effectively ask questions and identify needs to improve the customer relationship
• Proven success with building relationships and referring products/services
• Experience using digital technology to support business goals
• Able to work branch hours including weekends/evenings
• Meet SAFE Act requirements including background checks

Responsibilities

• Provide financial recommendations and solutions to customers
• Assist with spending, saving, borrowing and investing needs
• Suggest tailored solutions for personal financial goals
• Introduce customers to digital/mobile banking and ATM options
• Collaborate with Wealth Mgmt, Mortgage and Business Banking teams
• Make outbound calls to acquire new customers and schedule checkups

Skills

Customer service

Communication skills

Problem solving

Relationship building

Multitasking

Outbound calling

Digital banking tools

Education

High School degree or GED

Tools

CRM software

Banking apps

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.

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

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.