Relationship Banking Advisor

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

Benefits offered by this job

Meaningful work

Community involvement

Career growth opportunities

Comprehensive benefits

Job summary

Citizens Bank is hiring a Branch Customer Service professional in Hyannis, MA. You will engage with customers, learn their financial goals, and offer tailored solutions across spending, saving, borrowing, and investing.

You will promote digital banking tools, collaborate with Wealth Mgmt, Mortgage and Business Banking teams, and occasionally make outbound calls to grow the customer base while delivering exceptional service.

Qualifications

• High School degree 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

• Provide recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile-first banking via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking to address complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Customer service

Communication

Sales

Problem solving

Multitasking

Team collaboration

Education

High School diploma or GED

Job description

Citizens Bank is hiring a Branch Customer Service professional in Hyannis, MA. You will engage with customers, learn their financial goals, and offer tailored solutions across spending, saving, borrowing, and investing.

You will promote digital banking tools, collaborate with Wealth Mgmt, Mortgage and Business Banking teams, and occasionally make outbound calls to grow the customer base while delivering exceptional service.