Relationship Banker: Advise, Grow Finances & Futures

Citizens Financial; Boston (MA); Presencial; USD 34.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401K match

Tuition assistance

Volunteer time off

Descripción de la vacante

Citizens Financial in Boston seeks a Customer Service/Sales Associate to help customers with financial decisions, offering tailored solutions and guiding digital banking use. You’ll build relationships, handle inquiries, and collaborate with partners to meet diverse needs.

The role requires strong communication skills, a background in sales and customer service, and the ability to work within branch hours, including weekends and evenings. Competitive pay and benefits accompany the position.

Formación

• 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.

Responsabilidades

• Build relationships with customers through in-person and phone interactions.
• Provide tailored financial recommendations across spending, saving, borrowing and investing needs.
• Guide customers to digital banking tools like mobile app 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.

Conocimientos

Customer service

Sales

Relationship building

Problem solving

Educación

High School diploma or GED

Descripción del empleo

Citizens Financial in Boston seeks a Customer Service/Sales Associate to help customers with financial decisions, offering tailored solutions and guiding digital banking use. You’ll build relationships, handle inquiries, and collaborate with partners to meet diverse needs.

The role requires strong communication skills, a background in sales and customer service, and the ability to work within branch hours, including weekends and evenings. Competitive pay and benefits accompany the position.