Relationship Banker — Build Financial Futures

Citizens Bank

Freehold Township (NJ)

On-site

USD 34,000 - 43,000

Full time

6 days ago
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Benefits offered by this job

Meaningful work
Community volunteering
Career growth
Comprehensive benefits

Job summary

Citizens Bank is seeking a friendly, outgoing individual to join our team as a branch advisor. You’ll help customers with financial solutions across spending, saving, borrowing and investing, building lasting relationships through trusted advice and proactive service.

You’ll use strong communication and problem-solving skills to tailor recommendations, introduce digital banking tools, and collaborate with Wealth Management and Mortgage teams.

Qualifications

  • High School degree or GED required.
  • 2 years of sales and customer service experience, meeting or exceeding 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.

Responsibilities

  • Assist customers with financial solutions including spending, saving, borrowing and investing.
  • Provide recommendations and tailor services to personal financial goals.
  • Promote digital and mobile-first banking tools (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.

Skills

Strong communication
Problem-solving
Customer service
Relationship building
Digital literacy
Multitasking
Sales aptitude
Team collaboration
Branch hours willingness

Education

High School diploma or GED

Job description

Citizens Bank is seeking a friendly, outgoing individual to join our team as a branch advisor. You’ll help customers with financial solutions across spending, saving, borrowing and investing, building lasting relationships through trusted advice and proactive service.

You’ll use strong communication and problem-solving skills to tailor recommendations, introduce digital banking tools, and collaborate with Wealth Management and Mortgage teams.

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