Relationship Banking Advisor

Citizens Bank; Miami (FL); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer time off

401K match

Tuition assistance

Health, dental, vision plans

Job summary

Citizens Bank is seeking a Branch Banker in Miami, FL. You will be the face of the branch, building lasting customer relationships and advising on financial solutions. You’ll help with spending, saving, borrowing, and investing while promoting digital banking tools.

The role emphasizes outbound outreach, collaboration with specialists, and adherence to cash handling and regulatory requirements. A positive, people-focused mindset is essential for success in this fast-paced environment.

Qualifications

• 2 years of sales and customer service experience, meeting or exceeding goals.
• Ability to ask questions and identify customer needs.
• Proven success in building relationships and recommending products in person or over the phone.
• Experience using digital tech to support business goals.
• Ability to multitask and work with teammates and partners.
• Meet and comply with SAFE Act requirements and pre-employment checks.

Responsibilities

• Provide recommendations and assist customers with financial solutions.
• Support spending, saving, borrowing and investing needs.
• Suggest tailored solutions to personal financial goals like planning for the future, home buying, or credit cards.
• Introduce customers to digital and mobile-first banking via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners.
• Make outbound calls to acquire new customers and schedule financial checkups.
• Follow all financial policies, including cash handling and applicable laws.

Skills

Sales experience

Customer service

Communication skills

Problem solving

Digital banking knowledge

Education

High School diploma or GED

Tools

Digital banking app knowledge

Job description

Citizens Bank is seeking a Branch Banker in Miami, FL. You will be the face of the branch, building lasting customer relationships and advising on financial solutions. You’ll help with spending, saving, borrowing, and investing while promoting digital banking tools.

The role emphasizes outbound outreach, collaboration with specialists, and adherence to cash handling and regulatory requirements. A positive, people-focused mindset is essential for success in this fast-paced environment.