Customer Banking Advisor

Citizens

Newport (RI)

On-site

USD 29,000 - 34,000

Full time

14 days+
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Benefits offered by this job

Volunteer time off
Tuition assistance
401(k) with company match
Health, dental & vision coverage

Job summary

Citizens in Newport, RI seeks a Teller to welcome customers in-branch, assist with transactions, and demonstrate online and mobile banking tools. You will identify customer needs, offer personalized guidance, and route complex issues to Bankers for next steps.

The position emphasizes strong listening skills, cash handling, and a customer-centric approach to helping clients achieve their financial goals, with scheduling that may include weekends and evenings.

Qualifications

  • High School degree or GED required.
  • Minimum of 6 months experience processing transactions (cash and/or digital payments).
  • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers.
  • Strong listening and communication skills.
  • Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship.
  • Ability to problem solve and provide solutions to customer issues.
  • Customer-centric to deliver exceptional service.
  • Comfortable with using digital technology to support the delivery of business goals.
  • Ability to work branch hours, which can include weekends and evenings.

Responsibilities

  • Greet customers in the lobby and assist with transactions.
  • Demonstrate how to use mobile app and ATMs for simple transactions.
  • Provide personalized advice and connect customers to Bankers for next steps.
  • Follow all financial policies and cash handling procedures.

Skills

Active listening
Customer service
Questioning to identify needs
Problem solving
Digital app usage
Cash handling
Weekend/evening availability

Education

High School diploma or GED

Tools

Mobile banking app
ATMs

Job description

Citizens in Newport, RI seeks a Teller to welcome customers in-branch, assist with transactions, and demonstrate online and mobile banking tools. You will identify customer needs, offer personalized guidance, and route complex issues to Bankers for next steps.

The position emphasizes strong listening skills, cash handling, and a customer-centric approach to helping clients achieve their financial goals, with scheduling that may include weekends and evenings.

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