Personal Banking Advisor: Guide Clients to Financial Goals

Citizens; Windham (NH); On-site; USD 35,000 - 43,000; Full time

Benefits offered by this job

Health, dental and vision coverage

401K with company match

Tuition assistance

Volunteer time off

Job summary

Citizens Bankers in Windham, NH is seeking a friendly, outgoing individual to help customers with everyday banking needs. You’ll use your communication and problem-solving skills to offer sound financial advice and tailor solutions across spending, saving, borrowing and investing.

You’ll introduce digital banking, work with partners across Wealth Management, Mortgage and Business Banking, and participate in outreach to welcome new customers while following all bank policies and cash-handling

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.
• Get to know customers’ personal financial goals and tailor solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Relationship building

Multitasking

Cash handling

Education

High School degree or GED

Job description

Citizens Bankers in Windham, NH is seeking a friendly, outgoing individual to help customers with everyday banking needs. You’ll use your communication and problem-solving skills to offer sound financial advice and tailor solutions across spending, saving, borrowing and investing.

You’ll introduce digital banking, work with partners across Wealth Management, Mortgage and Business Banking, and participate in outreach to welcome new customers while following all bank policies and cash-handling