Financial Solutions Advisor – Banking & Community Impact

Citizens; Wilmington (DE); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401K with company match

Tuition assistance

Job summary

Citizens Bankers at Citizens are the face of the branch, helping customers with financial needs and building lasting relationships. You will provide trusted advice, promote digital banking, and collaborate with partners to tailor financial solutions.

Prior experience in sales, customer service, and strong communication skills are essential to deliver exceptional service and meet branch goals. The role involves cash handling, working hours that may include weekends, and a comprehensive benefits

Qualifications

• 2 years of sales and customer service experience or equivalent
• Ability to ask questions and identify customer needs
• Proven success in building relationships and advising on products/services
• Experience using digital tools to support business goals
• Self-motivated with multitasking ability

Responsibilities

• Provide financial guidance and recommendations to customers
• Assist with spending, saving, borrowing, and investing needs
• Introduce digital/mobile banking solutions to customers
• Collaborate with Wealth Management, Mortgage and Business Banking teams
• Make outbound calls to acquire new customers and schedule checkups

Skills

Sales

Customer service

Communication

Problem solving

Relationship building

Education

High School diploma or GED

Job description

Citizens Bankers at Citizens are the face of the branch, helping customers with financial needs and building lasting relationships. You will provide trusted advice, promote digital banking, and collaborate with partners to tailor financial solutions.

Prior experience in sales, customer service, and strong communication skills are essential to deliver exceptional service and meet branch goals. The role involves cash handling, working hours that may include weekends, and a comprehensive benefits