Customer Banking Advisor | Help Clients Achieve Goals

Citizens; Jackson (NJ); On-site; USD 71,635,000 - 89,544,000; Full time

Benefits offered by this job

Volunteer time off

Donation matching

Career development

Health/dental/vision + 401K

Job summary

Citizens Bankers are the face of the branch, building lasting relationships by providing trusted advice. You will help customers with spending, saving, borrowing and investing needs, and tailor recommendations to personal financial goals.

You’ll promote digital and mobile banking, collaborate with Wealth Management, Mortgage and Business Banking partners, and make outbound calls to grow the customer base. Expect varied hours including weekends and evenings.

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, 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.

Responsibilities

• Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs
• Build relationships with customers by understanding goals and offering tailored financial products
• Introduce customers to digital and mobile-first banking options via app or ATMs
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs
• Make outbound calls to acquire new customers and schedule financial checkups

Skills

High school/ GED

Sales & customer service

Questioning & needs discovery

Relationship building

Digital tech proficiency

Problem solving

Collaboration

Multitasking

Branch hours availability

SAFE Act compliance

Education

High School degree or GED

Job description

Citizens Bankers are the face of the branch, building lasting relationships by providing trusted advice. You will help customers with spending, saving, borrowing and investing needs, and tailor recommendations to personal financial goals.

You’ll promote digital and mobile banking, collaborate with Wealth Management, Mortgage and Business Banking partners, and make outbound calls to grow the customer base. Expect varied hours including weekends and evenings.