Relationship Banking Advisor - Help Clients Grow Finances

Citizens; City of Syracuse (NY); Sur place; USD 34 000 - 43 000; Plein temps

Avantages offerts par ce poste

Health insurance

401K retirement plan

Education reimbursement

Paid time off

Volunteer time off

Résumé du poste

Citizens is seeking an outgoing Bank Customer Advisor to help customers with financial decisions, provide tailored guidance, and promote digital banking tools. The role involves building relationships, meeting sales targets, and supporting clients in spending, saving, borrowing and investing needs.

You will work to understand customers’ goals, offer suitable solutions, and collaborate with Wealth Management and Mortgage teams, with branch hours that may include weekends and evenings.

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.

Responsabilités

• Assist customers with financial solutions and tailored advice across spending, saving, borrowing and investing needs.
• Provide recommendations and support customers in achieving personal financial goals.
• Introduce customers to digital and mobile-first banking via app and ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking for complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow all financial policies and cash handling rules and comply with state/local laws.

Connaissances

Sales & customer service

Communication skills

Problem solving

Relationship building

Digital literacy

Multitasking

Self-motivated

Team collaboration

Weekend/evening availability

Compliance (SAFE Act)

Video interview prep

Cash handling

Formation

High School or GED

Description du poste

Citizens is seeking an outgoing Bank Customer Advisor to help customers with financial decisions, provide tailored guidance, and promote digital banking tools. The role involves building relationships, meeting sales targets, and supporting clients in spending, saving, borrowing and investing needs.

You will work to understand customers’ goals, offer suitable solutions, and collaborate with Wealth Management and Mortgage teams, with branch hours that may include weekends and evenings.