Relationship Banker: Help Clients Reach Financial Goals

Citizens Bank; Coraopolis (Allegheny County); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Health coverage

401K with match

Tuition assistance

Volunteer time off

Student loan discounts

Job summary

Citizens Bank is seeking a branch-facing professional who thrives on helping customers make sound financial decisions. You’ll build lasting relationships, offer tailored financial advice and guide clients toward digital banking options to fit their goals.

You’ll engage with Wealth Management, Mortgage and Business Banking partners to address complex needs, perform outbound outreach, and maintain compliance with cash handling and regulatory requirements while delivering exceptional service at the

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience.
• 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, including weekends and evenings.
• Meet and comply with all requirements set forth in the SAFE Act, including the pre-employment checks and obtaining a unique identifier from the NMLS.

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile-first banking, including app and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow proper cash handling and all applicable policies, state and local laws and regulations.

Skills

Sales experience

Customer service

Relationship building

Digital literacy

Problem solving

Multitasking

Communication

Self-motivation

Flexibility

NMLS compliance

Education

High School degree or GED

Job description

Citizens Bank is seeking a branch-facing professional who thrives on helping customers make sound financial decisions. You’ll build lasting relationships, offer tailored financial advice and guide clients toward digital banking options to fit their goals.

You’ll engage with Wealth Management, Mortgage and Business Banking partners to address complex needs, perform outbound outreach, and maintain compliance with cash handling and regulatory requirements while delivering exceptional service at the