Personal Banking Advisor: Build Lasting Financial Plans

Citizens; Havertown (Delaware County); On-site; USD 29,000 - 40,000; Full time

Job summary

Citizens Bank is seeking a Branch Banker to help customers with financial decisions and build lasting relationships. The role focuses on providing trusted advice, guiding customers through spending, saving, borrowing and investing needs.

You will introduce digital banking options and collaborate with Wealth Management, Mortgage and Business Banking teams to address complex financial needs. The position requires strong communication and problem-solving abilities and may involve weekends and

Qualifications

• 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 products and services.
• Experience using digital tools to support business goals.

Responsibilities

• Assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Provide recommendations and guide customers to tailored financial options.
• Introduce customers to digital banking and mobile app usage.
• Collaborate with partners to handle more complex financial needs and schedule checkups.

Skills

Sales experience

Customer service

Communication

Problem solving

Cash handling

Relationship building

Education

High School degree or GED

Job description

Citizens Bank is seeking a Branch Banker to help customers with financial decisions and build lasting relationships. The role focuses on providing trusted advice, guiding customers through spending, saving, borrowing and investing needs.

You will introduce digital banking options and collaborate with Wealth Management, Mortgage and Business Banking teams to address complex financial needs. The position requires strong communication and problem-solving abilities and may involve weekends and