Relationship Banking Advisor — Flexible Hours

Citizens Bank; City of Albany (NY); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Volunteer time off

Donation matching

Health, dental and vision coverage

401K with company match

Tuition assistance

Wellbeing programs

Job summary

Citizens Bank is seeking a branch-facing professional to engage customers and provide trusted financial guidance. You will advise on spending, saving, borrowing and investing needs, while promoting digital banking tools and crafting tailored solutions.

The role emphasizes relationship-building, outreach to new customers, and collaboration with Wealth Management and Mortgage teams to address complex financial needs.

Qualifications

• High School diploma or GED required.
• 2 years of sales and customer service experience.
• Ability to ask questions and identify customer needs.
• Proven success in building relationships and cross-selling products.
• Skill with digital tools to support business goals.
• Problem-solving aptitude for customer issues.
• Team collaboration with partners and specialists.

Responsibilities

• Assist customers with financial solutions across spending, saving, borrowing and investing needs.
• Provide tailored financial recommendations based on customers' goals.
• Promote digital and mobile banking tools and applications.
• Support collaboration with Wealth Management, Mortgage and Business Banking teams.
• Make outbound calls to acquire new customers and schedule checkups.

Skills

Sales & customer service

Communication

Problem solving

Digital technology use

Relationship building

Self-motivation

Multi-tasking

Interview prep / video

Education

High School diploma or GED

Tools

NMLS knowledge

Job description

Citizens Bank is seeking a branch-facing professional to engage customers and provide trusted financial guidance. You will advise on spending, saving, borrowing and investing needs, while promoting digital banking tools and crafting tailored solutions.

The role emphasizes relationship-building, outreach to new customers, and collaboration with Wealth Management and Mortgage teams to address complex financial needs.