Relationship Banking Advisor

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

Benefits offered by this job

401K with company match

Tuition assistance

Volunteer time off (8 hours)

Donation matching up to $1,000

Job summary

Citizens Bank is seeking a customer-focused bank associate to help clients with everyday financial needs and build lasting relationships. You’ll advise on products and guide customers through spending, saving, borrowing, and investing options.

Role emphasizes identifying customer goals, promoting digital banking tools, and collaborating with partners to address complex financial needs. Weekend/evening shifts required in some branches.

Qualifications

• 2+ years in sales and customer service, meeting/exceeding goals.
• Ability to ask questions and identify customer needs.
• Proven success in building relationships and referring products.
• Experience using digital technology to support business goals.
• Self-motivated, multitasker with a collaborative mindset.

Responsibilities

• Provide sound financial advice and solutions to customers.
• Assist customers with spending, saving, borrowing and investing needs.
• Introduce digital/mobile banking options to customers.
• Collaborate with Wealth Management, Mortgage and Business Banking partners.
• Make outbound calls to acquire customers and schedule checkups.

Skills

Sales experience

Customer service

Questioning needs

Relationship building

Digital tech use

Multitasking

Weekend/evening shifts

Self-motivation

Education

High School or GED

Job description

Citizens Bank is seeking a customer-focused bank associate to help clients with everyday financial needs and build lasting relationships. You’ll advise on products and guide customers through spending, saving, borrowing, and investing options.

Role emphasizes identifying customer goals, promoting digital banking tools, and collaborating with partners to address complex financial needs. Weekend/evening shifts required in some branches.