Personal Banking Advisor

Citizens Bank; Latrobe (Westmoreland County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid volunteer time off

Matching charitable donations

Health, dental and vision coverage

401K with company match

Tuition assistance

Job summary

Citizens Bank in Latrobe, PA is hiring a Banking Associate to greet customers, build relationships and provide trusted financial guidance. You will help with spending, saving, borrowing and investing needs, and promote digital banking through the app and ATMs.

The role emphasizes strong communication, problem-solving, and the ability to work flexible hours, including weekends and evenings. You will collaborate with Wealth Management, Mortgage and Business Banking teams to fulfill client needs,

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs.
• Proven ability to build relationships and refer products.
• Experience using digital technology to support business goals.
• Self-motivated with strong problem-solving skills.
• Ability to work with teammates and partners across departments.

Responsibilities

• Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile-first banking via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Customer service

Sales

Communication

Problem solving

Relationship building

Multitasking

Digital literacy

Phone interactions

Education

High School diploma or GED

Job description

Citizens Bank in Latrobe, PA is hiring a Banking Associate to greet customers, build relationships and provide trusted financial guidance. You will help with spending, saving, borrowing and investing needs, and promote digital banking through the app and ATMs.

The role emphasizes strong communication, problem-solving, and the ability to work flexible hours, including weekends and evenings. You will collaborate with Wealth Management, Mortgage and Business Banking teams to fulfill client needs,