Relationship Banker - Help Clients Shape Finances

Citizens; Sudbury (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Tuition assistance

Mental health & wellbeing programs

Job summary

Citizens Bankers is looking for an energetic customer-focused professional to advise clients on financial solutions and support their banking needs. You will build lasting relationships, educate customers on digital banking, and work with partners to address complex financial goals.

The role involves outbound calls, meeting measurable sales targets, and providing excellent service in a fast-paced banking environment. Competitive benefits and growth opportunities are offered.

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs.
• Proven success building relationships and referring products.
• Ability to use digital tech to support business goals.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Help customers with spending, saving, borrowing, and investing needs.
• Introduce customers to digital banking and mobile app features.
• Collaborate with Wealth Mgmt, Mortgage and Business Banking partners.
• Make outbound calls to acquire new customers and set checkup appointments.

Skills

Communication

Problem-solving

Financial knowledge

Relationship building

Outbound calling

Self-motivation

Education

High School diploma or GED

Job description

Citizens Bankers is looking for an energetic customer-focused professional to advise clients on financial solutions and support their banking needs. You will build lasting relationships, educate customers on digital banking, and work with partners to address complex financial goals.

The role involves outbound calls, meeting measurable sales targets, and providing excellent service in a fast-paced banking environment. Competitive benefits and growth opportunities are offered.