People-First Banking Advisor | Grow Relationships

Citizens Bank; Woburn (MA); On-site; USD 38,000 - 47,000; Full time

Benefits offered by this job

Volunteer time off

Company matching donations

Career development resources

Comprehensive benefits package

Job summary

Citizens Bank in Woburn, MA seeks a Branch Customer Service Associate to help customers with financial solutions, open accounts and answer questions. You’ll guide clients through digital banking tools and collaborate with partners for complex needs.

You’ll perform outbound calls, nurture relationships, and support sales goals while upholding bank policies and local regulations. Competitive benefits and 40-hour weeks offered.

Qualifications

• 2 years of sales and customer service experience, meeting or exceeding goals
• Ability to ask questions and identify customer needs
• Proven success in building relationships and referring products
• Proficient with digital technology to support business goals
• Aptitude to solve problems and provide solutions to customer issues
• Collaborative approach with teammates and partners
• Self-motivated, able to multitask and work varied hours (including some weekends)
• Must meet SAFE Act pre-employment requirements and NMLS ID

Responsibilities

• Assist customers with financial solutions and everyday banking needs
• Provide trusted advice and build lasting relationships with customers
• Promote digital and mobile banking and explain features
• Collaborate with Wealth Management, Mortgage and Business Banking as needed
• Make outbound calls to acquire new customers and schedule checkups

Skills

Sales & Customer Service

Communication

Questioning & Needs Discovery

Digital Banking Tools

Problem Solving

Team Collaboration

Education

High School diploma or GED

Job description

Citizens Bank in Woburn, MA seeks a Branch Customer Service Associate to help customers with financial solutions, open accounts and answer questions. You’ll guide clients through digital banking tools and collaborate with partners for complex needs.

You’ll perform outbound calls, nurture relationships, and support sales goals while upholding bank policies and local regulations. Competitive benefits and 40-hour weeks offered.