Relationship Banker - Guide Clients to Financial Wins

Citizens; Stoughton (MA); On-site; USD 35,000 - 43,000; Full time

Benefits offered by this job

Volunteer PTO

401K with company match

Tuition assistance

Health, dental & vision coverage

Job summary

Citizens Bank seeks a personable, results-oriented Customer Service/Banking Associate to help customers with financial decisions, housing goals, and everyday banking. You will greet clients, assess needs, and offer tailored solutions while guiding them to digital channels and coordinating with Wealth Management and Mortgage teams.

You will also engage in outreach calls, schedule checkups, and ensure compliance with cash handling and regulatory requirements, contributing to a supportive,

Qualifications

• 2 years of sales and customer service experience
• Ability to ask questions and identify needs
• Proven success building relationships and referring products
• Skills in using digital technology to support business goals
• Aptitude to solve problems and provide solutions
• Ability to collaborate with teammates and partners
• Self-motivated and able to multitask
• Ability to work branch hours including weekends/evenings
• Meet SAFE Act requirements including pre-employment checks and NMLS ID

Responsibilities

• Provide recommendations and assist customers with financial solutions
• Help customers plan for future goals like buying a home or opening a new credit card
• Introduce customers to digital and mobile banking channels
• Collaborate with Wealth Management, Mortgage, and Business Banking partners
• Make outbound calls to acquire new customers and schedule checkups
• Follow all financial policies and procedures including cash handling

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital technology

Multitasking

Branch hours availability

Education

High School degree or GED

Job description

Citizens Bank seeks a personable, results-oriented Customer Service/Banking Associate to help customers with financial decisions, housing goals, and everyday banking. You will greet clients, assess needs, and offer tailored solutions while guiding them to digital channels and coordinating with Wealth Management and Mortgage teams.

You will also engage in outreach calls, schedule checkups, and ensure compliance with cash handling and regulatory requirements, contributing to a supportive,