Customer-Focused Banking & Financial Advisor

Citizens; Windham (NH); On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401K with match

Tuition assistance

Flexible work arrangements

Job summary

Citizens Bank in New Hampshire seeks a customer-focused banking professional to provide financial guidance and solutions to customers. You will engage in conversations to understand needs and promote digital banking tools, while collaborating with Wealth Management and Mortgage teams to serve complex financial goals.

The role emphasizes outbound outreach, maintaining strong relationships, and meeting branch-hour requirements, including weekends and evenings.

Qualifications

• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs.
• Proven ability to build relationships and refer products.
• Digital tech skills to support business goals.
• Aptitude to solve problems for customers.
• Collaborative with teammates and partners.
• Self-motivated with multitasking ability.
• Flexible to work weekends, evenings.
• Compliance with SAFE Act pre-employment checks.

Responsibilities

• Help customers with financial solutions across spending, saving, borrowing, investing.
• Recommend tailored financial planning for goals like home purchase or education.
• Promote digital banking and mobile app usage.
• Coordinate with Wealth Mgmt, Mortgage, and Business Banking for complex needs.
• Make outbound calls to acquire customers and schedule checkups.

Skills

Sales experience

Customer service

Needs assessment

Relationship building

Digital literacy

Problem solving

Team collaboration

Multitasking

Flexible hours

Regulatory compliance

Cash handling

Education

High School degree or GED

Job description

Citizens Bank in New Hampshire seeks a customer-focused banking professional to provide financial guidance and solutions to customers. You will engage in conversations to understand needs and promote digital banking tools, while collaborating with Wealth Management and Mortgage teams to serve complex financial goals.

The role emphasizes outbound outreach, maintaining strong relationships, and meeting branch-hour requirements, including weekends and evenings.