Client-Focused Banking Advisor: Build Financial Futures

Citizens; Massachusetts; On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off for community work

Charitable donation matching up to $1,

Health, dental and vision coverage

401K with company match

Tuition reimbursement

Job summary

Citizens Bankers are the face of the branch, building relationships by providing trusted financial advice. The role involves helping customers with spending, saving, borrowing and investing, and introducing digital banking options.

You’ll collaborate with specialists to meet wider needs and may make outbound calls to acquire new customers, while following all policies and procedures including SAFE Act requirements.

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, including weekends and evenings.
• Meet and comply with SAFE Act requirements including pre-employment screening and NMLS ID.

Responsibilities

• Provide trusted advice and financial solutions to customers.
• Help customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile-first banking options and assist with transactions.
• Collaborate with partners to address complex financial needs and schedule checkups.

Skills

Customer service oriented

Sales experience

Communication skills

Problem solving

Digital banking knowledge

Team collaboration

Education

High School diploma or GED

Job description

Citizens Bankers are the face of the branch, building relationships by providing trusted financial advice. The role involves helping customers with spending, saving, borrowing and investing, and introducing digital banking options.

You’ll collaborate with specialists to meet wider needs and may make outbound calls to acquire new customers, while following all policies and procedures including SAFE Act requirements.