Personal Banking Relationship Advisor

Citizens Bank

Westland (MI)

On-site

USD 28,000 - 41,000

Full time

12 days ago

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Benefits offered by this job

Health insurance
401K with employer match
Tuition assistance
Volunteer time off

Job summary

Citizens Bank is seeking a Branch Banker who thrives on helping customers with financial decisions and building lasting relationships. You’ll recommend tailored financial solutions, support spending and saving needs, and introduce digital banking tools while collaborating with Wealth Management, Mortgage, and Business Banking teams.

The role requires strong communication, problem solving, and a willingness to work flexible hours, including weekends.

Qualifications

  • 2 years of sales and customer service experience, meeting/exceeding goals
  • Ability to ask questions and identify customer needs
  • Proven success in building relationships and referring products/services
  • Demonstrated skills using digital tech to support business goals
  • Aptitude to solve problems and provide solutions for customers
  • Ability to collaborate with teammates and partners

Responsibilities

  • Interact with customers to understand financial needs and offer tailored solutions
  • Provide advice across spending, saving, borrowing and investing needs
  • Promote digital/mobile banking solutions and guide customers to use them
  • Collaborate with Wealth Management, Mortgage and Business Banking teams
  • Make outbound calls to acquire new customers and set financial checkups
  • Adhere to all financial policies, cash handling, and regulatory requirements

Skills

Sales experience
Customer service
Communication skills
Problem solving
Digital banking know-how
Cash handling
Weekend/after-hours availability
Regulatory compliance

Job description

Citizens Bank is seeking a Branch Banker who thrives on helping customers with financial decisions and building lasting relationships. You’ll recommend tailored financial solutions, support spending and saving needs, and introduce digital banking tools while collaborating with Wealth Management, Mortgage, and Business Banking teams.

The role requires strong communication, problem solving, and a willingness to work flexible hours, including weekends.

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