Relationship Banker: Guide Clients to Financial Wins

Citizens; Norristown (Montgomery County); Sur place; USD 28 000 - 40 000; Plein temps

Résumé du poste

Citizens Bank offers a frontline role where you build lasting customer relationships by providing trusted financial advice. You’ll help clients with spending, saving, borrowing and investing needs, while introducing them to digital banking tools and tailored solutions.

The position emphasizes outbound outreach, teamwork with Wealth Management and Mortgage partners, and adherence to financial policies. The role requires a high school diploma or GED and at least 2 years in sales and customer

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.

Responsabilités

• Provide trusted financial advice to customers and build lasting relationships
• Offer recommendations for spending, saving, borrowing and investing needs
• Introduce customers to digital and mobile banking features
• Collaborate with Wealth Management, Mortgage and Business Banking partners on complex needs
• Make outbound calls to acquire new customers and schedule checkup appointments
• Follow all financial policies and cash handling procedures

Connaissances

Customer service

Sales experience

Communication skills

Problem solving

Digital banking tools

Formation

High School diploma or GED

Description du poste

Citizens Bank offers a frontline role where you build lasting customer relationships by providing trusted financial advice. You’ll help clients with spending, saving, borrowing and investing needs, while introducing them to digital banking tools and tailored solutions.

The position emphasizes outbound outreach, teamwork with Wealth Management and Mortgage partners, and adherence to financial policies. The role requires a high school diploma or GED and at least 2 years in sales and customer