Relationship Banking Advisor

Citizens Bank; Framingham Center (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

Donations matched to eligible 501(c)(3

Promotions and career growth

Comprehensive benefits and 401K match

Job summary

Citizens Bank in Framingham, MA is seeking a dynamic Citizens Banker who thrives on helping customers and building lasting relationships. You will provide trusted advice across spending, saving, borrowing and investing, while guiding clients toward digital banking solutions via app and ATM.

You’ll work with Wealth Management, Mortgage and Business Banking partners to address complex financial needs, handle calls to acquire new customers, and schedule financial checkups in a compliance-focused

Qualifications

• High School diploma 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

• Build positive relationships with customers and provide trusted financial advice.
• Assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile banking through apps and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners to help customers with more complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Sales experience

Customer service

Communication

Relationship building

Problem solving

Digital banking

Self-motivation

Multitasking

Cash handling

Education

High School diploma or GED

Job description

Citizens Bank in Framingham, MA is seeking a dynamic Citizens Banker who thrives on helping customers and building lasting relationships. You will provide trusted advice across spending, saving, borrowing and investing, while guiding clients toward digital banking solutions via app and ATM.

You’ll work with Wealth Management, Mortgage and Business Banking partners to address complex financial needs, handle calls to acquire new customers, and schedule financial checkups in a compliance-focused