Relationship Banking Advisor

Citizens

Dover (NH)

On-site

USD 28,000 - 40,000

Full time

46 hours ago
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Benefits offered by this job

Health care coverage
401K with company match
Tuition assistance
Volunteer time off

Job summary

Citizens Bankers in Dover, NH, seeks an outgoing team member to help customers with everyday financial decisions and build lasting relationships. You’ll guide transactions, introduce digital and mobile banking tools, and provide sound financial advice.

The role emphasizes strong communication, problem-solving, and the ability to work with Wealth Management, Mortgage, and Business Banking partners. Expect outbound calls to engage new customers and schedule financial checkups.

Qualifications

  • High School degree or GED required.
  • 2 years of sales and customer service experience, meeting/exceeding goals.
  • Ability to ask questions and identify customer needs to improve relationships.
  • Proven success in building relationships and recommending products via in-person and phone interactions.
  • Skill in using digital technology to support business goals.
  • Aptitude to problem-solve and provide solutions.
  • Ability to collaborate with teammates and partners.
  • Self-motivation, confidence and multitasking ability.
  • Must work branch hours, including weekends/evenings.
  • SAFE Act pre-employment checks and NMLS identifier required.

Responsibilities

  • Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs.
  • Assist customers with tailored solutions to future goals like buying a home or credit cards.
  • Introduce customers to digital/mobile banking via app or ATMs.
  • Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
  • Make outbound calls to acquire new customers and schedule financial checkups.
  • Adhere to all financial policies and local regulations.

Skills

Sales experience
Customer service
Communication
Problem solving
Digital technology
Relationship building
Multitasking
Branch hours flexibility
SAFE Act compliance

Education

High School or GED

Tools

Digital banking app
ATM usage

Job description

Citizens Bankers in Dover, NH, seeks an outgoing team member to help customers with everyday financial decisions and build lasting relationships. You’ll guide transactions, introduce digital and mobile banking tools, and provide sound financial advice.

The role emphasizes strong communication, problem-solving, and the ability to work with Wealth Management, Mortgage, and Business Banking partners. Expect outbound calls to engage new customers and schedule financial checkups.

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