Relationship Banking Advisor

Citizens; Milford (MA); On-site; USD 34,000 - 45,000; Full time

Benefits offered by this job

Volunteer time off

401K match

Health insurance

Tuition assistance

Wellbeing programs

Job summary

Citizens Bankers are the face of the branch, dedicated to getting to know customers and building lasting relationships by providing trusted advice. You’ll combine strong communication and problem-solving skills with broad financial knowledge to offer tailored solutions for spending, saving, borrowing and investing, while guiding customers to digital banking options via our app and ATMs.

You’ll collaborate with Wealth Management, Mortgage and Business Banking teams to assist with more complex

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,... video interview assessment after applying as the next step.

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 via app or ATMs.
• Collaborate with 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.

Skills

Sales and customer service

Strong communication

Problem solving

Digital banking knowledge

Multi-tasking

Self-motivated

Flexibility with hours

Team collaboration

Compliance awareness

Education

High School diploma or GED

Job description

Citizens Bankers are the face of the branch, dedicated to getting to know customers and building lasting relationships by providing trusted advice. You’ll combine strong communication and problem-solving skills with broad financial knowledge to offer tailored solutions for spending, saving, borrowing and investing, while guiding customers to digital banking options via our app and ATMs.

You’ll collaborate with Wealth Management, Mortgage and Business Banking teams to assist with more complex