Personal Banking & Financial Solutions Advisor

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

Benefits offered by this job

Volunteer PTO for community service

Matching donations up to $1,000 annual

401K with corporate match

Tuition assistance

Health, dental and vision coverage

Education reimbursement

Job summary

Citizens Bank in the United States is seeking a people-focused banking associate to advise customers on financial solutions and digital tools. Youll build relationships, offer sound guidance on spending, saving, borrowing and investing, and collaborate with Wealth Management and Mortgage partners for complex needs.

Expect 40 hours weekly with some evenings/weekends. Youll use strong communication skills, follow security and regulatory requirements, and help customers achieve their personal

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 across spending, saving, borrowing and investing.
• Get to know customers' personal financial goals and tailor solutions to help achieve them.
• Introduce customers to digital and mobile banking apps and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.
• Adhere to all financial policies and procedures and regulatory requirements.

Skills

Customer service

Sales experience

Communication

Problem solving

Education

High School degree or GED

Job description

Citizens Bank in the United States is seeking a people-focused banking associate to advise customers on financial solutions and digital tools. Youll build relationships, offer sound guidance on spending, saving, borrowing and investing, and collaborate with Wealth Management and Mortgage partners for complex needs.

Expect 40 hours weekly with some evenings/weekends. Youll use strong communication skills, follow security and regulatory requirements, and help customers achieve their personal