Personal Banking Advisor - Help Clients Reach Goals

Citizens Bank; Feeding Hills (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer PTO

Charitable matching

401K plan

Education reimbursement

Wellbeing program

Job summary

Citizens Bank in Feeding Hills, MA is seeking an outgoing Branch Team Member who thrives on helping customers with everyday financial needs. You’ll listen, ask questions, and guide customers toward tailored solutions while representing the bank’s trusted advisory role.

This role emphasizes building relationships, handling cash responsibly, and collaborating with Wealth Management, Mortgage, and Business Banking partners to address more complex needs.

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience.
• 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...
• Qualified candidates must complete a video interview assessment after applying...

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Know customers' personal financial goals and recommend tailored 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 teams to address complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.
• Follow all financial policies and procedures, including cash handling and compliance.

Skills

Communication

Problem solving

Sales & CS

Multitasking

Digital tools

Relationship building

Self-motivated

Branch hours

Education

High school diploma or GED

Job description

Citizens Bank in Feeding Hills, MA is seeking an outgoing Branch Team Member who thrives on helping customers with everyday financial needs. You’ll listen, ask questions, and guide customers toward tailored solutions while representing the bank’s trusted advisory role.

This role emphasizes building relationships, handling cash responsibly, and collaborating with Wealth Management, Mortgage, and Business Banking partners to address more complex needs.