Relationship Banking Advisor

Citizens; Norwood (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Meaningful work

Volunteer time off

Career opportunities

Comprehensive benefits

Job summary

Citizens Bankers are the face of the branch, building lasting relationships by offering trusted advice and a broad range of financial knowledge. You’ll engage with customers, understand their needs, and recommend tailored solutions for spending, saving, borrowing, and investing.

You’ll introduce customers to digital and mobile-first banking, work with partners in Wealth Management, Mortgage and Business Banking, and make outbound calls to grow the customer base while following all policies and

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience.
• 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.
• Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.

Responsibilities

• Provide financial recommendations and assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Help customers achieve personal financial goals by offering tailored solutions.
• Promote digital and mobile-first banking through app and ATM usage.
• Collaborate with Wealth Management, Mortgage and Business Banking to address complex needs.
• Conduct outbound calls to acquire new customers and schedule financial checkups.

Skills

Customer service

Sales experience

Communication skills

Problem solving

Relationship building

Multitasking

Time management

Education

High School degree or GED

Job description

Citizens Bankers are the face of the branch, building lasting relationships by offering trusted advice and a broad range of financial knowledge. You’ll engage with customers, understand their needs, and recommend tailored solutions for spending, saving, borrowing, and investing.

You’ll introduce customers to digital and mobile-first banking, work with partners in Wealth Management, Mortgage and Business Banking, and make outbound calls to grow the customer base while following all policies and