Relationship Banker & Financial Advisor

Citizens Bank; Town of Webster (NY); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Charitable donations match

Health + 401K

Job summary

Citizens Bank is seeking a customer-focused banking professional in a full-time capacity in New York. You will advise clients on financial solutions, support spending, saving, borrowing, and investing needs, and guide customers through digital banking tools.

This role involves outbound calls to grow the customer base and requires adherence to banking policies and safe cash handling. You will collaborate with Wealth Management, Mortgage, and Business Banking teams to address complex needs.

Qualifications

• Experience in sales and helping customers achieve financial goals.
• Strong communication and listening skills to assess needs.
• Ability to explain banking products and services clearly.

Responsibilities

• Provide recommendations and financial solutions to customers.
• Promote digital and mobile banking tools to clients.
• Collaborate with partners in Wealth Mgmt, Mortgage and Business Banking.
• Make outbound calls to acquire new customers and set appointments.

Skills

Sales experience

Customer service

Communication

Problem solving

Education

High School diploma or GED

Job description

Citizens Bank is seeking a customer-focused banking professional in a full-time capacity in New York. You will advise clients on financial solutions, support spending, saving, borrowing, and investing needs, and guide customers through digital banking tools.

This role involves outbound calls to grow the customer base and requires adherence to banking policies and safe cash handling. You will collaborate with Wealth Management, Mortgage, and Business Banking teams to address complex needs.