Customer Banking Advisor — Build Relationships & Grow

Citizens Bank; Cranston (RI); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

401K with match

Education reimbursement

Wellbeing programs

Job summary

Citizens Bank is hiring a Customer Service focused professional in Cranston, RI to guide customers on financial solutions. You will build relationships, promote banking products, and help clients meet goals through in-branch and phone interactions.

Responsibilities include advising on spending, saving, and borrowing, promoting digital banking, and coordinating with Wealth Management and Mortgage teams. Branch hours vary, including evenings and weekends.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience.
• Ability to meet or exceed goals.
• Ability to ask questions and identify customer needs.
• Experience using digital channels to support banking.
• Flexible with branch hours, including weekends.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Help customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking options and apps.
• Collaborate with Wealth Management, Mortgage and Business Banking partners.
• Make outbound calls to acquire new customers and schedule checkups.
• Adhere to all policies, cash handling, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital banking knowledge

Multitasking

Branch hours flexibility

Education

High School diploma or GED

Job description

Citizens Bank is hiring a Customer Service focused professional in Cranston, RI to guide customers on financial solutions. You will build relationships, promote banking products, and help clients meet goals through in-branch and phone interactions.

Responsibilities include advising on spending, saving, and borrowing, promoting digital banking, and coordinating with Wealth Management and Mortgage teams. Branch hours vary, including evenings and weekends.