Personal Banking & Financial Solutions Advisor

Citizens; Grove City (Mercer County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Health, dental, vision plans

401K with company match

Tuition assistance

Paid volunteering time off

Donations matched up to $1000

Job summary

Citizens Bankers are the face of the branch, devoted to helping customers with trusted financial guidance and solutions. You’ll build lasting relationships by understanding goals and recommending tailored options across spending, saving, borrowing and investing.

Using strong communication skills and digital tools, you’ll introduce customers to mobile banking, collaborate with Wealth Management, Mortgage and Business Banking teams, and schedule financial checkups. 40 hours weekly.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience.
• Ability to identify customer needs and offer appropriate solutions.
• Proven track record of building relationships and cross-selling.
• Comfort with using digital tools to support business goals.

Responsibilities

• Assist customers with financial solutions and trusted advice.
• Provide tailored recommendations for spending, saving, borrowing and investing.
• Introduce digital and mobile banking options to customers.
• Collaborate with Wealth Mgmt, Mortgage and Business Banking partners.
• Make outbound calls to acquire new customers and schedule checkups.

Skills

Sales experience

Customer service

Strong communication

Problem solving

Digital banking knowledge

Multitasking

Relationship building

Education

High School diploma or GED

Job description

Citizens Bankers are the face of the branch, devoted to helping customers with trusted financial guidance and solutions. You’ll build lasting relationships by understanding goals and recommending tailored options across spending, saving, borrowing and investing.

Using strong communication skills and digital tools, you’ll introduce customers to mobile banking, collaborate with Wealth Management, Mortgage and Business Banking teams, and schedule financial checkups. 40 hours weekly.