Client Banking Advisor - Build Relationships & Financial Solutions

Citizens; Dennis (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Meaningful work & relationships

Volunteer time off

Career development & training

Comprehensive benefits

Job summary

Citizens is seeking a people-oriented banker to build relationships and provide trusted financial guidance. You will help customers with spending, saving, borrowing and investing needs, and promote digital banking options.

Expect to engage with customers in-person and by phone, schedule checkups, and collaborate with partners across Wealth Management and Mortgage. Competitive pay and benefits are offered.

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.

Responsibilities

• Provide financial advice and recommendations to customers.
• Assist with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking solutions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners.
• Make outbound calls to acquire new customers and schedule financial checkups.
• Follow all financial policies and cash handling procedures.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital banking knowledge

Relationship building

Outbound calling

Team collaboration

Self-motivation

Time management

Education

High School diploma or GED

Tools

Digital banking tools

Job description

Citizens is seeking a people-oriented banker to build relationships and provide trusted financial guidance. You will help customers with spending, saving, borrowing and investing needs, and promote digital banking options.

Expect to engage with customers in-person and by phone, schedule checkups, and collaborate with partners across Wealth Management and Mortgage. Competitive pay and benefits are offered.