Relationship Banking Advisor

Citizens; Washington (Washington County); On-site; USD 28,000 - 40,000; Full time

Job summary

Citizens Bank seeks an outgoing Bank Teller/Customer Service professional to be the face of the branch, helping customers with everyday banking and long-term financial goals.

You will use strong communication and problem-solving skills to recommend tailored solutions for spending, saving, borrowing and investing, and guide customers to digital banking tools while collaborating with Wealth Management, Mortgage and Business Banking partners.

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, 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. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
• 1 year cash handling experience

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving and borrowing and investing needs.
• Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
• Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.
• Collaborate with partners in 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.

Job description

Citizens Bank seeks an outgoing Bank Teller/Customer Service professional to be the face of the branch, helping customers with everyday banking and long-term financial goals.

You will use strong communication and problem-solving skills to recommend tailored solutions for spending, saving, borrowing and investing, and guide customers to digital banking tools while collaborating with Wealth Management, Mortgage and Business Banking partners.