Customer Banking Advisor: Build Financial Futures

Citizens Bank; West Chester (Chester County); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Volunteer PTO

Donation matching

Health + 401K

Job summary

Citizens Bank seeks a Branch Banker to build lasting relationships with customers by offering trusted financial guidance and solutions. You’ll engage with clients to understand goals, promote digital banking tools, and support spending, saving, borrowing and investing needs.

You will partner with Wealth Management, Mortgage and Business Banking teams for complex solutions, and perform outreach to grow the customer base, while adhering to security and regulatory standards.

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.
• 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 recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Recommend tailored solutions to help customers achieve personal financial goals.
• Introduce customers to digital and mobile-first banking apps and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow all financial policies and procedures including cash handling and regulatory compliance.

Skills

Sales & customer service

Questioning & needs discovery

Digital banking usage

Problem solving

Multitasking

Branch hours flexibility

Education

High School diploma or GED

Job description

Citizens Bank seeks a Branch Banker to build lasting relationships with customers by offering trusted financial guidance and solutions. You’ll engage with clients to understand goals, promote digital banking tools, and support spending, saving, borrowing and investing needs.

You will partner with Wealth Management, Mortgage and Business Banking teams for complex solutions, and perform outreach to grow the customer base, while adhering to security and regulatory standards.