Customer-First Banker — Build Relationships & Advise Clients

Citizens; East Orange (NJ); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401K with match

Paid volunteering time off

Donation matching up to $1,000

Job summary

Citizens Bankers are the face of the branch, dedicated to getting to know customers and offering trusted advice while building lasting relationships. You will help clients with spending, saving, borrowing and investing needs, using your financial knowledge to tailor solutions and guide them toward digital banking tools.

You’ll collaborate with specialists in Wealth Management, Mortgage and Business Banking to address more complex financial needs, and you’ll make outbound calls to grow the

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.
• 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 trusted financial advice and solutions to customers.
• Assist customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking options and guide customers in using apps and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking for more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales & Customer Service

Communication

Questioning & Needs Assessment

Relationship Building

Digital Technology Proficiency

Problem Solving

Collaboration

Multitasking

Flexibility with Hours

SAFE Act Compliance

Education

High School degree or GED

Job description

Citizens Bankers are the face of the branch, dedicated to getting to know customers and offering trusted advice while building lasting relationships. You will help clients with spending, saving, borrowing and investing needs, using your financial knowledge to tailor solutions and guide them toward digital banking tools.

You’ll collaborate with specialists in Wealth Management, Mortgage and Business Banking to address more complex financial needs, and you’ll make outbound calls to grow the