Jobs · Finance · Massachusetts

Citizens Banker

Citizens · Worcester, MA · 1 mo ago
Finance$24.69–$26.84/hrFull-time

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.

Responsibilities

  • Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
  • Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
  • Make outbound calls to acquire new customers and schedule financial checkup appointments.
  • Get to know customers' personal financial goals and recommend tailored solutions to help achieve them.
  • Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.

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 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.

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.

Skills

  • Strong communication and problem-solving skills
  • Broad range of financial knowledge
  • Effective asking questions and identifying needs
  • Building relationships and recommending products/services
  • Problem solving and providing solutions
  • Collaborating with partners
  • Self-motivation and multitasking
  • Working branch hours, including weekends and evenings
  • Complying with SAFE Act requirements

Benefits

  • 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
  • Volunteer time off
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Discounts on banking products, gyms, dining and more

Pay

Starting Salary: $25+/hour and up
Pay Transparency: The salary range for this position is $24.69 - $26.84 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to, the budget, the work location, and relevant skills and experience.

Schedule

Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings

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