Citizens Banker
Starting Salary: $25 / hour and up
About the role
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.
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Responsibilities
- Provide trusted financial advice and build lasting customer relationships
- Assist customers with spending, saving, borrowing, and investing needs
- Recommend tailored financial solutions (e.g., future planning, home buying, credit cards)
- Introduce customers to digital and mobile banking tools (app, ATMs)
- Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs
- Make outbound calls to acquire new customers and schedule financial checkups
- Follow all financial policies, procedures, and regulatory requirements, including cash handling
Requirements
- High School degree or GED
- 2 years of sales and customer service experience, with a track record of meeting or exceeding goals
- Ability to ask questions, identify customer needs, and strengthen relationships
- Proven success in recommending products/services through in-person and phone interactions
- Proficiency in using digital technology to support business goals
- Problem-solving aptitude to address customer issues
- Collaborative mindset to work with teammates, partners, and specialists
- Self-motivated, confident, and able to multitask effectively
- Ability to work branch hours, including weekends and evenings
- Compliance with SAFE Act requirements, including pre-employment screening and NMLS unique identifier
Qualified candidates must complete a video interview assessment within 7 days of receiving the link. The self-guided assessment takes 30-45 minutes and includes games, questions, and a recorded interview. A smartphone, tablet, or desktop with a camera and microphone is required.
Preferred Skills
- 1 year of cash handling experience
Benefits
- Meaningful work helping customers with financial decisions (e.g., buying a home, paying for school)
- 8 hours of paid time off annually for volunteering (separate from regular PTO)
- Donation matching up to $1,000 annually for eligible 501(c)(3) organizations
- Career growth opportunities, promotions, and upskilling through training and development
- Comprehensive health care coverage (medical, dental, vision)
- 401K with corporate match
- Tuition assistance
- Mental health and wellbeing programs
- Discounts on student loan refinancing
Pay
The salary range for this position is $25.48 - $31.25 per hour, plus incentive earnings. Actual pay is based on factors such as budget, work location, skills, and experience.
Schedule
- Hours per Week: 40
- Work Schedule: Varies with branch needs, may include weekends and evenings