Citizens Banker

Citizens Bank; West Palm Beach (FL); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Volunteer PTO

Charitable matching up to $1000/year

Career growth opportunities

Comprehensive benefits

Job summary

Citizens Bank is seeking a branch-focused professional to serve as a Citizens Banker, helping customers with accounts, loans, and digital tools. You will build lasting relationships, understand financial goals, and offer tailored solutions.

You will engage in outbound calls, guide customers in planning and using banking services, and collaborate with partners to address complex needs while adhering to regulatory requirements.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs to improve relationships.
• Proven ability to build relationships and refer products/services in person and by phone.
• Proficient in using digital technology to support business goals.
• Ability to solve problems and provide solutions for customers.
• Collaborative with teammates and partners to support customers.

Responsibilities

• Build relationships with customers and provide trusted financial advice.
• Recommend tailored financial solutions to meet goals and needs.
• Assist customers with accounts, loans, and digital banking tools.
• Make outbound calls to acquire new customers and schedule checkups.
• Follow all financial policies and cash handling procedures.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital banking

Multi-tasking

Weekend/evening availability

Education

High School diploma or GED

Tools

NMLS knowledge

Job description

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.

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.