Relationship Banking Specialist

Citizens; Albany (CA); On-site; USD 29,000 - 34,000; Full time

Job summary

Citizens Bankers is seeking an outgoing individual to build lasting relationships with customers and provide trusted financial advice. You will help customers with spending, saving, borrowing and investing needs and introduce them to digital banking options.

You will collaborate with Wealth Management, Mortgage, and Business Banking teams to address complex needs and may make outbound calls to grow the customer base.

Qualifications

• Proven ability to meet or exceed goals in sales and service.
• Strong communication and relationship-building skills.
• Familiarity with digital channels and financial products.

Responsibilities

• Assist customers with financial solutions and recommendations.
• Promote spending, saving, borrowing and investing options.
• Introduce customers to digital and mobile banking apps and tools.
• Collaborate with Wealth Management, Mortgage and Business Banking teams.
• Conduct outbound calls to acquire new customers and set checkups.

Skills

Sales & customer service

Communication

Problem solving

Financial knowledge

Education

High School diploma or GED

Job description

Citizens Bankers is seeking an outgoing individual to build lasting relationships with customers and provide trusted financial advice. You will help customers with spending, saving, borrowing and investing needs and introduce them to digital banking options.

You will collaborate with Wealth Management, Mortgage, and Business Banking teams to address complex needs and may make outbound calls to grow the customer base.