Relationship Banking Advisor

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

Benefits offered by this job

Volunteer time off

Donation matching

Career development

Health/dental/vision insurance

Job summary

Citizens Bankers is seeking a friendly, outgoing professional to build lasting customer relationships and offer trusted financial guidance. You will learn customers’ goals, recommend tailored solutions, and promote digital banking tools on the app and at ATMs.

The role emphasizes outbound calls to grow the customer base, with a focus on compliance and quality service across spending, saving, borrowing and investing areas.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience.
• Ability to meet goals and identify customer needs.
• Demonstrated skills with digital technology to support business goals.
• Ability to work branch hours, including weekends and evenings.

Responsibilities

• Provide tailored financial solutions and advice to customers.
• Assist customers with spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile banking options.
• Collaborate with partners to meet complex needs.

Skills

Sales experience

Customer service

Questioning

Relationship building

Digital literacy

Problem solving

Collaboration

Multi-tasking

Self-motivated

Flexible hours

Education

High School diploma

Job description

Citizens Bankers is seeking a friendly, outgoing professional to build lasting customer relationships and offer trusted financial guidance. You will learn customers’ goals, recommend tailored solutions, and promote digital banking tools on the app and at ATMs.

The role emphasizes outbound calls to grow the customer base, with a focus on compliance and quality service across spending, saving, borrowing and investing areas.