Relationship Banking Advisor

Citizens Careers; Wolfeboro (NH); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Meaningful work

Community volunteering (8 hrs paid)

Career growth and development

Comprehensive benefits package

Job summary

Citizens Bankers in Wolfeboro, NH seeks an outgoing Branch Associate to help customers with financial solutions and build lasting relationships. You’ll provide trusted advice while handling everyday banking needs and promoting digital options.

Strong communication, problem-solving, and a broad financial knowledge base are essential as you collaborate with Wealth Management, Mortgage and Business Banking teams to meet evolving customer needs.

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.

Responsibilities

• Help customers with financial solutions and build lasting relationships through sound advice.
• Provide recommendations and assist customers with spending, saving, borrowing and investing needs.
• Introduce digital and mobile banking options for transactions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking partners for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Sales experience

Customer service

Questioning

Relationship building

Digital tech proficiency

Problem solving

Team collaboration

Multitasking

Branch hours flexibility

Compliance awareness

Education

High School diploma or GED

Job description

Citizens Bankers in Wolfeboro, NH seeks an outgoing Branch Associate to help customers with financial solutions and build lasting relationships. You’ll provide trusted advice while handling everyday banking needs and promoting digital options.

Strong communication, problem-solving, and a broad financial knowledge base are essential as you collaborate with Wealth Management, Mortgage and Business Banking teams to meet evolving customer needs.