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.

If you’re a “people person” who enjoys building positive relationships with customers, this role involves using your strong communication and problem-solving skills — along with your broad range of financial knowledge — to 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, such as through our app or 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, understanding that 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 advice and financial solutions to customers, addressing spending, saving, borrowing, and investing needs.
• Build and maintain lasting relationships with customers by understanding their personal financial goals.
• Recommend tailored financial solutions, such as planning for the future, buying a home, or opening a new credit card.
• Introduce customers to digital and mobile banking tools, including the app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners to assist customers with complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Adhere to all financial policies, procedures, and regulations, including proper cash handling and compliance with state and local laws.

Requirements

• 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 customer relationships.
• Proven success in building relationships and recommending products/services through in-person and phone interactions.
• Demonstrated skills in using digital technology to support business goals.
• Aptitude to problem-solve and provide solutions to customer issues.
• Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
• Self-motivated, confident, and able to multitask effectively.
• Ability to work branch hours, which may include weekends and evenings.
• Meet and comply with all requirements set forth in the SAFE Act, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.

Qualified candidates must complete a video interview assessment after applying, to be completed within 7 days of receiving the link.

Preferred Skills

• 1 year of cash handling experience.

Benefits

• Meaningful work and relationships by helping customers with important financial decisions.
• 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 through training, coaching, and development resources.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401K with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

Schedule

• Hours per week: 40.
• Work schedule varies with branch needs and may include weekends and evenings.