Personal Banking Advisor

Citizens; Reading (Berks County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Paid volunteering time off

Donation matching program

401K with company match

Job summary

Citizens Bank is seeking a branch-focused team member who thrives on helping customers with financial decisions and building lasting relationships. You will provide sound advice, guide spending, saving, borrowing, and investing needs, and promote digital banking tools to enhance the customer experience.

The role emphasizes strong communication, problem-solving, and the ability to work with diverse teams, including Wealth Management and Mortgage partners, to meet client goals.

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.

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Help customers with financial goals and tailor solutions for planning, home buying, or a new credit card.
• Introduce customers to digital/mobile banking options and ATM usage.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

communication skills

problem solving

outgoing personality

sales and customer service experience

multitasking

Education

High School degree or GED

Job description

Citizens Bank is seeking a branch-focused team member who thrives on helping customers with financial decisions and building lasting relationships. You will provide sound advice, guide spending, saving, borrowing, and investing needs, and promote digital banking tools to enhance the customer experience.

The role emphasizes strong communication, problem-solving, and the ability to work with diverse teams, including Wealth Management and Mortgage partners, to meet client goals.