Relationship Banker: Financial Guidance & Solutions

Citizens Bank; Village of Webster (NY); Sur place; USD 26 000 - 43 000; Plein temps

Avantages offerts par ce poste

Volunteer time off

Charitable matching

Career development

Health insurance

Résumé du poste

Citizens Bank is seeking a personable, knowledgeable Banking Associate to greet customers, assess financial needs, and offer tailored solutions. You’ll guide clients on spending, saving, borrowing and investing, building lasting relationships through trusted advice and digital banking tools.

The role emphasizes meeting branch-hour demands, adhering to SAFE Act requirements, and contributing to community-focused initiatives while growing with the bank’s programs and teams.

Qualifications

• 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, to be completed within 7 days of receiving the link.

Responsabilités

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Connaissances

Sales experience

Customer service

Communication

Problem solving

Digital banking

NMLS compliance

Formation

High school diploma

Description du poste

Citizens Bank is seeking a personable, knowledgeable Banking Associate to greet customers, assess financial needs, and offer tailored solutions. You’ll guide clients on spending, saving, borrowing and investing, building lasting relationships through trusted advice and digital banking tools.

The role emphasizes meeting branch-hour demands, adhering to SAFE Act requirements, and contributing to community-focused initiatives while growing with the bank’s programs and teams.