Relationship Banking Advisor

Citizens Bank; Pawtucket (RI); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Volunteer PTO

Matching gifts

Career development

Health benefits

Job summary

Citizens Bank is hiring for a customer-focused role focused on helping customers achieve their financial goals. You’ll advise on products and services, conduct needs assessments, and guide clients through digital banking tools.

Expect outbound calls to acquire new customers and arrange financial checkups. Role emphasizes strong communication, problem-solving, and the ability to balance multiple tasks while following all policies and regulations.

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 cross-selling products.

Responsibilities

• Provide financial solutions and recommendations to customers.
• Assist customers with spending, saving, borrowing, and investing needs.
• Introduce digital and mobile banking options and handle branch transactions.
• Collaborate with Wealth Management, Mortgage and Business Banking teams.

Skills

Sales experience

Customer service

Questioning & needs

Relationship building

Digital banking

Problem solving

Collaboration

Multitasking

Flexible hours

Compliance awareness

Education

High School degree or GED

Job description

Citizens Bank is hiring for a customer-focused role focused on helping customers achieve their financial goals. You’ll advise on products and services, conduct needs assessments, and guide clients through digital banking tools.

Expect outbound calls to acquire new customers and arrange financial checkups. Role emphasizes strong communication, problem-solving, and the ability to balance multiple tasks while following all policies and regulations.