Relationship Banking Advisor

Citizens Careers

Laconia (NH)

On-site

USD 34,000 - 43,000

Full time

11 days ago
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Benefits offered by this job

Volunteer PTO
Matched donations
401K with match
Tuition assistance
Medical dental vision
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Job summary

Citizens Bankers is seeking a friendly, outgoing team member to serve customers at our branch, delivering trusted financial advice and building lasting relationships.

In this 40-hour/week role, you’ll help customers plan spending, saving, borrowing and investing, use digital banking tools, and collaborate with Wealth Management, Mortgage and Business Banking partners to address complex needs.

Qualifications

  • High School degree or GED required.
  • 2 years of sales and customer service experience.
  • Ability to identify needs to improve the customer relationship.
  • Proven success with building relationships and recommending products.
  • Experience using digital technology to support business goals.
  • Ability to meet SAFE Act requirements including pre-employment checks.
  • Ability to work branch hours, including weekends/evenings.

Responsibilities

  • Provide financial recommendations and assist customers with financial solutions.
  • Help customers plan for the future, buy a home, or open a credit card.
  • Introduce digital/mobile banking for transactions.
  • Collaborate with Wealth Management, Mortgage and Business Banking teams.
  • Make outbound calls to acquire new customers and schedule checkups.

Skills

Communication skills
Sales & customer service
Problem solving
Relationship building
Digital technology use
Multitasking
Self-motivated
Flexible schedule

Education

High School diploma or GED

Job description

Citizens Bankers is seeking a friendly, outgoing team member to serve customers at our branch, delivering trusted financial advice and building lasting relationships.

In this 40-hour/week role, you’ll help customers plan spending, saving, borrowing and investing, use digital banking tools, and collaborate with Wealth Management, Mortgage and Business Banking partners to address complex needs.

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