Client-Focused Banking Advisor

Citizens; New London (CT); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Meaningful work

Community giving

Career growth

Comprehensive benefits

Job summary

Citizens Bankers in Connecticut seeks an outgoing customer advisor to help clients with financial needs, providing trusted advice and building lasting relationships.

You will use your communication and problem-solving skills to recommend solutions across spending, saving, borrowing and investing, while promoting digital banking and collaborating with Wealth Management, Mortgage, and Business Banking teams.

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.

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Help customers with personal financial goals and tailor solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Customer service

Sales

Communication

Problem solving

Relationship building

Multitasking

Digital banking

Time management

Education

High School degree or GED

Job description

Citizens Bankers in Connecticut seeks an outgoing customer advisor to help clients with financial needs, providing trusted advice and building lasting relationships.

You will use your communication and problem-solving skills to recommend solutions across spending, saving, borrowing and investing, while promoting digital banking and collaborating with Wealth Management, Mortgage, and Business Banking teams.