Financial Solutions Advisor

Citizens; Holmes (PA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Charitable donations matching

Career development

Health insurance

401K match

Job summary

Citizens Bankers is looking for an outgoing, customer-focused individual to build lasting relationships and provide trusted financial advice. You’ll help clients with spending, saving, borrowing and investing, and tailor solutions to their personal goals.

Emphasis on digital banking and collaboration with Wealth Management and Mortgage teams. You’ll engage with customers through in-person and phone interactions, sometimes requiring weekend or evening hours, and you’ll adhere to all regulatory

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 recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Get to know customers’ personal financial goals and tailor solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions, via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow all financial policies and procedures, including cash handling and regulatory requirements.

Skills

Sales experience

Customer service

Needs assessment

Relationship building

Problem solving

Multitasking

Branch hours flexibility

Education

High School diploma or GED

Job description

Citizens Bankers is looking for an outgoing, customer-focused individual to build lasting relationships and provide trusted financial advice. You’ll help clients with spending, saving, borrowing and investing, and tailor solutions to their personal goals.

Emphasis on digital banking and collaboration with Wealth Management and Mortgage teams. You’ll engage with customers through in-person and phone interactions, sometimes requiring weekend or evening hours, and you’ll adhere to all regulatory