Relationship Banker: Your Path to Financial Wellness

Citizens; Wadsworth (OH); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer time off

Donation matching

Career growth opportunities

Health + 401K

Job summary

Citizens Bankers are the face of the branch, building lasting relationships by offering trusted advice. As a branch associate, you’ll help customers with financial decisions, from saving for the future to buying a home, while guiding them toward digital banking tools and coordinated support from Wealth Management, Mortgage, and Business Banking teams.

You’ll engage in outbound calls to grow the customer base, follow all banking policies, and work 40 hours per week, including weekends and

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.

Responsibilities

• Provide recommendations and assist customers with financial solutions for spending, saving, borrowing and investing needs.
• Help customers understand personal financial goals and tailor solutions to plan for the future, buy a home, or open new credit cards.
• Introduce customers to digital and mobile-first ways to handle banking transactions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Communication skills

Sales experience

Customer service

Problem solving

Relationship building

Education

High School diploma or GED

Job description

Citizens Bankers are the face of the branch, building lasting relationships by offering trusted advice. As a branch associate, you’ll help customers with financial decisions, from saving for the future to buying a home, while guiding them toward digital banking tools and coordinated support from Wealth Management, Mortgage, and Business Banking teams.

You’ll engage in outbound calls to grow the customer base, follow all banking policies, and work 40 hours per week, including weekends and