People-First Banking Advisor: Grow Your Client Impact

Citizens; Middletown Township (PA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer PTO

Donation matching up to $1,000

Health care coverage

401K with company match

Tuition assistance

Mental health programs

Student loan refinancing discounts

Job summary

Citizens Bankers are the face of the branch, building relationships by providing trusted advice. If you’re outgoing and enjoy helping others, this role is for you!

You’ll use strong communication and problem‑solving skills to recommend financial solutions and assist customers with spending, saving, borrowing and investing needs, including planning for the future or opening a new credit card. Hours include weekends and evenings.

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.
• Know customers’ personal financial goals and recommend tailored solutions.
• Introduce customers to digital and mobile-first banking transactions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking to address complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Education

High School diploma or GED

Tools

CRM software

Job description

Citizens Bankers are the face of the branch, building relationships by providing trusted advice. If you’re outgoing and enjoy helping others, this role is for you!

You’ll use strong communication and problem‑solving skills to recommend financial solutions and assist customers with spending, saving, borrowing and investing needs, including planning for the future or opening a new credit card. Hours include weekends and evenings.