Personal Banking Advisor - Build Relationships & Grow

Citizens Bank; Marlton (NJ); On-site; USD 35,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Matching charitable donations

Health, dental, vision insurance

401K with company match

Job summary

Citizens Bank is seeking a branch-facing professional to build lasting customer relationships and provide trusted financial advice. You will help with spending, saving, borrowing and investing needs and promote digital banking tools.

We value proactive problem solving, strong communication, and the ability to work in a fast-paced branch environment, including weekends and evenings. Competitive pay and comprehensive benefits are offered.

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.
• Introduce customers to digital and mobile-first ways to handle banking transactions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking for more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Customer service

Sales experience

Strong communication

Problem solving

Multitasking

Digital banking knowledge

Education

High School degree or GED

Job description

Citizens Bank is seeking a branch-facing professional to build lasting customer relationships and provide trusted financial advice. You will help with spending, saving, borrowing and investing needs and promote digital banking tools.

We value proactive problem solving, strong communication, and the ability to work in a fast-paced branch environment, including weekends and evenings. Competitive pay and comprehensive benefits are offered.