Relationship Banker: Financial Guidance & Growth

Citizens; Spring Lake Heights (NJ); Vor Ort; USD 34.000 - 43.000; Vollzeit

Benefits dieser Stelle

Paid time off for volunteering

401K with corporate match

Education reimbursement

Wellbeing programs

Zusammenfassung

Citizens Bankers in New Jersey is seeking a people-oriented Customer Service Associate who enjoys helping customers with financial solutions. You’ll build relationships and use strong communication to advise on spending, saving, borrowing and investing needs.

The role introduces customers to digital banking, works with Wealth Management and Mortgage partners, and may require outbound calls to acquire new customers. Branch hours include weekends and evenings.

Qualifikationen

• 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.

Aufgaben

• Provide recommendations and assist customers with financial solutions for spending, saving, borrowing and investing.
• Help customers achieve personal financial goals by tailoring products and services.
• Introduce customers to digital and mobile-first banking options via 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.

Kenntnisse

Customer service

Communication

Relationship building

Sales skills

Problem solving

Multitasking

Digital banking

Branch hours flexibility

Ausbildung

High School diploma or GED

Tools

NMLS knowledge

Digital banking app

Jobbeschreibung

Citizens Bankers in New Jersey is seeking a people-oriented Customer Service Associate who enjoys helping customers with financial solutions. You’ll build relationships and use strong communication to advise on spending, saving, borrowing and investing needs.

The role introduces customers to digital banking, works with Wealth Management and Mortgage partners, and may require outbound calls to acquire new customers. Branch hours include weekends and evenings.