Relationship Banking Advisor

Citizens; Potomac (MD); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401K with company match

Tuition assistance

Education reimbursement

Flexible work arrangements

Volunteer time off

Job summary

Citizens Bankers in our branch network is seeking an outgoing, people-focused teammate who enjoys helping customers with financial solutions. You’ll build relationships, ask questions, and guide clients on spending, saving, borrowing and investing needs.

The role introduces customers to digital banking tools and coordinates with Wealth Management, Mortgage and Business Banking to address more complex needs. It also involves outbound calls to grow the client base and schedule financial checkups.

Qualifications

• High School diploma or GED required.
• Bilingual in Mandarin.
• 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.

Responsibilities

• Build trusting relationships with customers and provide trusted financial advice.
• Collaborate with customers to recommend and refer products and services.
• Assist customers with financial solutions for spending, saving, borrowing and investing.

Skills

Bilingual Mandarin

Sales experience

Customer service

Questioning to identify needs

Digital banking knowledge

Relationship building

Multitasking

Education

High School diploma or GED

Job description

Citizens Bankers in our branch network is seeking an outgoing, people-focused teammate who enjoys helping customers with financial solutions. You’ll build relationships, ask questions, and guide clients on spending, saving, borrowing and investing needs.

The role introduces customers to digital banking tools and coordinates with Wealth Management, Mortgage and Business Banking to address more complex needs. It also involves outbound calls to grow the client base and schedule financial checkups.