Customer-Focused Banking Advisor

Citizens; Fall River (MA); Vor Ort; USD 34.000 - 43.000; Vollzeit

Benefits dieser Stelle

Meaningful work

Volunteer time off

Career growth

Comprehensive benefits

Zusammenfassung

Citizens faces customers as the front line of our branch team, delivering trusted financial guidance and solutions. You’ll build lasting relationships through excellent service and proactive outreach, helping clients with spending, saving, borrowing and investing needs.

Join a people-focused environment that emphasizes digital banking adoption, collaboration with Wealth Management and Mortgage teams, and a commitment to community impact through volunteering and generous benefits.

Qualifikationen

• High School degree or GED required.
• 2 years of sales and customer service experience.
• 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.

Aufgaben

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Collaborate with Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
• Introduce customers to digital and mobile-first banking methods (apps and ATMs).
• Make outbound calls to acquire new customers and schedule financial checkups.
• Follow all financial policies and cash handling procedures.

Kenntnisse

Sales experience

Customer service

Strong communication

Problem solving

Building relationships

Outbound calling

Ausbildung

High School degree or GED

Jobbeschreibung

Citizens faces customers as the front line of our branch team, delivering trusted financial guidance and solutions. You’ll build lasting relationships through excellent service and proactive outreach, helping clients with spending, saving, borrowing and investing needs.

Join a people-focused environment that emphasizes digital banking adoption, collaboration with Wealth Management and Mortgage teams, and a commitment to community impact through volunteering and generous benefits.