Personal Banking Advisor: Guide Clients to Financial Goals

Citizens; Somerville (MA); On-site; USD 35,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Matched charitable donations

Health insurance

401(k) with match

Tuition assistance

Wellbeing programs

Discounts on student loan refinancing

Job summary

Citizens Bank is looking for a friendly Branch Banker who will build lasting customer relationships and offer trusted financial advice. You’ll help customers with spending, saving, borrowing and investing needs while guiding them to digital banking options.

The role emphasizes meeting sales goals, providing personalized service, and partnering with Wealth Management, Mortgage and Business Banking teams to address broader financial goals.

Qualifications

• High School diploma 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.

Responsibilities

• Help customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Provide recommendations and assist customers with financial solutions tailored to goals.
• Introduce customers to digital and mobile-first banking options.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Sales experience

Customer service

Communication

Problem solving

Digital banking

Education

High School diploma or GED

Job description

Citizens Bank is looking for a friendly Branch Banker who will build lasting customer relationships and offer trusted financial advice. You’ll help customers with spending, saving, borrowing and investing needs while guiding them to digital banking options.

The role emphasizes meeting sales goals, providing personalized service, and partnering with Wealth Management, Mortgage and Business Banking teams to address broader financial goals.