Relationship Banking Advisor: Build Wealth & Community

Citizens; Jenkintown (PA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Meaningful work

Volunteer time off

Career growth

Benefits package

Job summary

Citizens Bankers at Citizens are the face of the branch, building lasting relationships by providing trusted financial advice. You’ll assist customers with spending, saving, borrowing and investing needs, and introduce them to digital banking tools.

Expect outbound calls, in-branch service, and collaboration with Wealth Mgmt, Mortgage and Business Banking to handle complex needs. Weekend/extended hours may be required. Starting salary is $25 per hour and up.

Qualifications

• High School degree or GED required.
• 2 years of sales and customer service experience, demonstrating 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 products through in-person and phone interactions.

Responsibilities

• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
• Introduce customers to digital and mobile-first ways to handle banking, using the app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking to help customers with complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Sales & Customer Service

Strong communication

Problem solving

Financial knowledge

Cash handling

Education

High School diploma or GED

Job description

Citizens Bankers at Citizens are the face of the branch, building lasting relationships by providing trusted financial advice. You’ll assist customers with spending, saving, borrowing and investing needs, and introduce them to digital banking tools.

Expect outbound calls, in-branch service, and collaboration with Wealth Mgmt, Mortgage and Business Banking to handle complex needs. Weekend/extended hours may be required. Starting salary is $25 per hour and up.