Relationship Banker: Financial Guidance & Goals

Citizens; Roseville (MI); Sur place; USD 28 000 - 40 000; Plein temps

Avantages offerts par ce poste

Meaningful work and relationships

Paid volunteer time off

donations matching

401(k) with match

Tuition assistance

Health care coverage

Résumé du poste

Citizens Bank offers an opportunity to become a Citizens Banker, helping customers with essential financial decisions. You will build lasting relationships, provide trusted advice, and guide clients through spending, saving, borrowing and investing needs.

The role emphasizes personal interaction and collaboration with experts to meet diverse financial goals. You will learn digital banking tools, support customers via in-person and phone channels, and participate in outreach to grow our customer

Qualifications

• 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.

Responsabilités

• Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card.
• You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.
• You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
• You’ll make outbound calls to acquire new customers and schedule financial checkup appointments.

Connaissances

Sales/customer service

Communication

Problem solving

Relationship building

Multitasking

Time management

Formation

High School degree or GED

Description du poste

Citizens Bank offers an opportunity to become a Citizens Banker, helping customers with essential financial decisions. You will build lasting relationships, provide trusted advice, and guide clients through spending, saving, borrowing and investing needs.

The role emphasizes personal interaction and collaboration with experts to meet diverse financial goals. You will learn digital banking tools, support customers via in-person and phone channels, and participate in outreach to grow our customer