Relationship Banking Specialist

Citizens; Berkeley Heights (NJ); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Volunteer time off

401K with company match

Tuition assistance

Wellbeing programs

Education reimbursement

Job summary

Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.

Using your strong communication and problem-solving skills, you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving and investing needs. You’ll introduce customers to digital and mobile-first banking and collaborate with Wealth Management, Mortgage and Business Banking teams to help

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.

Responsibilities

• Using your strong communication and problem-solving skills, you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving and investing needs.
• You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
• You’ll introduce customers to digital and mobile-first banking and collaborate with Wealth Management, Mortgage and Business Banking teams.
• You’ll make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Communication skills

Sales experience

Customer service

Problem solving

Cash handling

Education

High School diploma or GED

Job description

Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.

Using your strong communication and problem-solving skills, you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving and investing needs. You’ll introduce customers to digital and mobile-first banking and collaborate with Wealth Management, Mortgage and Business Banking teams to help