Relationship Banker — Grow Clients & Achieve Goals

Citizens

Sharon (MA)

On-site

USD 34,000 - 43,000

Full time

14 days+
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Benefits offered by this job

Meaningful work
Community volunteering
Career growth
Benefits package

Job summary

Citizens Bank is hiring a Bank Customer Associate to greet and assist branch customers with financial solutions, planning, and everyday banking needs. You will build lasting relationships, guide clients through spending, saving, borrowing and investing options, and promote digital banking tools.

The role emphasizes outbound calls, teamwork with Wealth Management and Mortgage teams, and flexible hours that may include weekends and evenings. Prior experience in sales and customer service is valued.

Qualifications

  • High School degree or GED required.
  • 2 years of sales and customer service experience, meeting or exceeding goals.
  • Ability to ask questions and identify needs to improve relationships.
  • Proven in building relationships and recommending products in person or by phone.
  • Ability to use digital tech to support business goals.
  • Aptitude to solve problems and provide solutions.
  • Strong collaboration with teammates and partners.
  • Self-motivated, confident and able to multitask.
  • Must be able to work branch hours, including weekends and evenings.
  • Compliance with SAFE Act pre-employment checks and NMLS identifier.

Responsibilities

  • Provide recommendations and assist customers with financial solutions for spending, saving, borrowing and investing.
  • Help customers plan for future goals like home purchases or credit cards.
  • Introduce digital/mobile banking options and ATMs.
  • Collaborate with Wealth Management, Mortgage and Business Banking teams.
  • Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Communication
Sales & customer service
Relationship building
Problem solving
Digital technology usage
Multitasking
Outbound calling
Cash handling

Education

High School degree or GED

Job description

Citizens Bank is hiring a Bank Customer Associate to greet and assist branch customers with financial solutions, planning, and everyday banking needs. You will build lasting relationships, guide clients through spending, saving, borrowing and investing options, and promote digital banking tools.

The role emphasizes outbound calls, teamwork with Wealth Management and Mortgage teams, and flexible hours that may include weekends and evenings. Prior experience in sales and customer service is valued.

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