Relationship Banking Advisor

Citizens Bank; Glenside (PA); On-site; USD 28,929 - 39,950; Full time

Job summary

Citizens Bank seeks a results-driven team member to help customers with financial solutions, from spending and saving to borrowing and investing. You will promote digital banking options, build lasting relationships, and collaborate with Wealth Management and Mortgage teams to meet diverse needs.

Ideal candidates have strong communication, problem-solving skills, and 2+ years in sales or customer service, with willingness to work varied branch hours including weekends.

Qualifications

• 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 products and services.
• Demonstrated skills in using digital technology to support business goals.

Responsibilities

• Help customers with financial solutions across spending, saving, borrowing and investing needs.
• Introduce customers to digital/mobile banking options and apps.
• Collaborate with Wealth Management, Mortgage and Business Banking teams for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkups.

Skills

Sales experience

Customer service

Communication

Problem solving

Digital technology

Education

High School diploma or GED

Job description

Citizens Bank seeks a results-driven team member to help customers with financial solutions, from spending and saving to borrowing and investing. You will promote digital banking options, build lasting relationships, and collaborate with Wealth Management and Mortgage teams to meet diverse needs.

Ideal candidates have strong communication, problem-solving skills, and 2+ years in sales or customer service, with willingness to work varied branch hours including weekends.