Relationship Banking Advisor

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

Benefits offered by this job

Health benefits

401(k) match

Tuition assistance

Volunteer time off

Job summary

Citizens is seeking a friendly, people-oriented Banking Associate to support customers with financial solutions in a branch setting. You will help with deposits, loan inquiries, digital tools, and referrals, while delivering trusted advice.

You’ll use strong communication to understand customers’ goals and guide them to spending, saving, borrowing and investing options. The role requires 40 hours weekly and can include weekends and evenings.

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 and referring products and services through in-person and phone interactions
• Demonstrated skills in using digital technology to support the delivery of business goals
• 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, supporting spending, saving, borrowing and investing needs
• Introduce customers to digital and mobile-first ways to handle banking transactions
• Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
• Make outbound calls to acquire new customers and schedule financial checkup appointments, understanding needs may change over time

Skills

Sales & customer service

Communication skills

Problem solving

Relationship-building

Digital technology usage

Multitasking

Self-motivation

Branch hours flexibility

Education

High School diploma or GED

Tools

Digital banking platforms

Job description

Citizens is seeking a friendly, people-oriented Banking Associate to support customers with financial solutions in a branch setting. You will help with deposits, loan inquiries, digital tools, and referrals, while delivering trusted advice.

You’ll use strong communication to understand customers’ goals and guide them to spending, saving, borrowing and investing options. The role requires 40 hours weekly and can include weekends and evenings.