Personal Banking Advisor — Build Relationships & Solutions

Citizens; Groton (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Matching charitable donations (up to $

401K with company match

Job summary

Citizens Bankers in Massachusetts seeks an outgoing professional to help customers with financial decisions, offering trusted advice and building lasting relationships. You will assist with spending, saving, borrowing, and investing, while introducing digital/mobile banking options and coordinating with Wealth Management, Mortgage and Business Banking teams.

Responsibilities include outbound calls for new customers, tailoring solutions to goals, and ensuring compliance with all banking policies

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 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.

Responsibilities

• Build relationships with customers and provide trusted financial advice.
• Recommend tailored financial solutions for spending, saving, borrowing, and investing.
• Introduce digital and mobile banking options and support transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital literacy

Multi-tasking

Education

High School degree or GED

Job description

Citizens Bankers in Massachusetts seeks an outgoing professional to help customers with financial decisions, offering trusted advice and building lasting relationships. You will assist with spending, saving, borrowing, and investing, while introducing digital/mobile banking options and coordinating with Wealth Management, Mortgage and Business Banking teams.

Responsibilities include outbound calls for new customers, tailoring solutions to goals, and ensuring compliance with all banking policies