Relationship Banking Specialist

Citizens Bank; Trappe (Montgomery County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Health coverage

401K with company match

Tuition assistance

Volunteer PTO and matching donations

Job summary

Citizens Bank in the Montgomery County area is seeking a branch-based Banking Associate to build lasting customer relationships and provide trusted financial advice. You’ll guide clients on spending, saving, borrowing and investing, and promote digital banking tools through app and ATM usage.

The role emphasizes outbound outreach, collaboration with Wealth Management and Mortgage teams, and adherence to all regulatory processes. Excellent communication and a customer-first mindset are essential.

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.

Responsibilities

• Get to know customers and build lasting relationships by providing trusted advice.
• 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 transactions via app or ATMs.
• Collaborate with Wealth Management, Mortgage and Business Banking to help customers with more complex needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.

Skills

Sales experience

Customer service

Communication skills

Digital literacy

Problem solving

Team collaboration

Education

High School diploma or GED

Job description

Citizens Bank in the Montgomery County area is seeking a branch-based Banking Associate to build lasting customer relationships and provide trusted financial advice. You’ll guide clients on spending, saving, borrowing and investing, and promote digital banking tools through app and ATM usage.

The role emphasizes outbound outreach, collaboration with Wealth Management and Mortgage teams, and adherence to all regulatory processes. Excellent communication and a customer-first mindset are essential.