Relationship Banking Advisor

Citizens Bank; Framingham (MA); Presencial; USD 34.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Meaningful work & relationships

Volunteer time off

Career growth opportunities

Comprehensive benefits

Descripción de la vacante

Citizens Bankers at Citizens Bank are the face of the branch, dedicating time to know customers and provide trusted advice. You’ll build lasting relationships by understanding personal financial goals and offering tailored financial solutions.

The role involves guiding customers through spending, saving, borrowing and investing, and introducing digital banking options to enhance convenience. As a Citizens Banker, you’ll collaborate with Wealth Management, Mortgage and Business Banking teams, and

Formación

• 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.

Responsabilidades

• Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs
• Introduce customers to digital and mobile‑first banking and handle transactions 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 checkup appointments
• Follow all financial policies and procedures, including cash handling and regulatory requirements

Conocimientos

Sales experience

Customer service

Communication skills

Problem solving

Relationship building

Adaptability

Phone interaction

Educación

High School degree or GED

Descripción del empleo

Citizens Bankers at Citizens Bank are the face of the branch, dedicating time to know customers and provide trusted advice. You’ll build lasting relationships by understanding personal financial goals and offering tailored financial solutions.

The role involves guiding customers through spending, saving, borrowing and investing, and introducing digital banking options to enhance convenience. As a Citizens Banker, you’ll collaborate with Wealth Management, Mortgage and Business Banking teams, and