Personal Banking Advisor

Talentify; Warwick (RI); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Volunteer PTO

Charitable match program

Health insurance

Job summary

Citizens Bank in Rhode Island is hiring for a customer service-focused role in a banking lobby. You will greet customers, assist with transactions, and guide them through the mobile app or ATMs to achieve their financial goals.

You’ll educate customers on Citizens products, provide personalized solutions, and connect them with Bankers for next steps, while following all policies and cash handling rules. Weekend/evening hours may apply.

Qualifications

• High School degree or GED.
• Minimum of 6 months experience processing transactions (cash and/or digital payments).
• Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers.
• Strong listening and communication skills.
• Ability to effectively ask questions and identify needs to develop long-term customer relationships.
• Ability to solve problems and provide customer solutions.
• Customer-centric focus to deliver exceptional service.
• Comfortable with using digital technology to support business goals.
• Ability to work branch hours, including weekends/evenings.

Responsibilities

• Greet customers in the lobby and assist with routine transactions.
• Demonstrate how to use the mobile app or ATMs to complete tasks.
• Provide personalized advice and connect customers to Bankers for next steps.
• Educate customers on Citizens products and benefits and respond to questions.
• Adhere to all financial policies and cash handling procedures.

Skills

Customer service

Active listening

Communication skills

Problem solving

Digital literacy

Education

High School diploma or GED

Job description

Citizens Bank in Rhode Island is hiring for a customer service-focused role in a banking lobby. You will greet customers, assist with transactions, and guide them through the mobile app or ATMs to achieve their financial goals.

You’ll educate customers on Citizens products, provide personalized solutions, and connect them with Bankers for next steps, while following all policies and cash handling rules. Weekend/evening hours may apply.