Customer Banking Advisor: Build Relationships & Solutions

Citizens; Reading (Berks County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer time off

Charitable donation matching

401K with company match

Tuition assistance

Mental health programs

Student loan refinancing discounts

Job summary

Citizens Bank is seeking a branch-focused professional who excels in people skills and enjoys helping customers. You will offer trusted financial guidance, build lasting relationships, and promote digital banking tools to support everyday needs and long-term goals.

You will work with Wealth Management, Mortgage, and Business Banking partners to tailor solutions, while handling calls to attract new customers and schedule reviews. The role emphasizes compliance and personalized service.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience, demonstrating ability to meet or exceed goals.
• Ability to ask questions and identify needs to improve the customer relationship.
• Proven success with building relationships and recommending/referring products and services.
• Experience using digital tools to support business goals.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Build lasting relationships by understanding customer goals and offering tailored options.
• Promote digital and mobile banking transactions and self-serve channels.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

People skills

Outgoing

Sales experience

Communication

Problem solving

Education

High School diploma or GED

Job description

Citizens Bank is seeking a branch-focused professional who excels in people skills and enjoys helping customers. You will offer trusted financial guidance, build lasting relationships, and promote digital banking tools to support everyday needs and long-term goals.

You will work with Wealth Management, Mortgage, and Business Banking partners to tailor solutions, while handling calls to attract new customers and schedule reviews. The role emphasizes compliance and personalized service.