Bank Branch Customer Service Representative (Citizens Banker)

Quick Facts

• Starting salary: $25/hour and up (range listed: $26.25–$30.68/hour)

Description

Citizens Bankers are the face of the branch, building lasting customer relationships by offering trusted financial advice. In this role, you’ll use communication and problem-solving skills along with financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. You’ll also introduce digital and mobile-first banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners, and make outbound calls to acquire customers and schedule financial checkup appointments.

Responsibilities

• Provide recommendations and assist customers with tailored financial solutions

• Understand customer financial goals and recommend actions such as future planning, home buying, and credit card options

• Introduce customers to digital and mobile banking channels (app, ATMs)

• Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs

• Make outbound calls to acquire new customers and schedule financial checkup appointments

• Follow all financial policies and procedures, including proper cash handling and applicable laws and regulations

Requirements

• High school degree or GED

• 2 years of sales and customer service experience; ability to meet or exceed goals

• Ability to ask effective questions and identify needs to improve customer relationships

• Proven success building relationships and recommending/referring products and services in-person and by phone

• Demonstrated skills using digital technology to support business goals

• Ability to problem solve and provide solutions for customer issues

• Recognized ability to strengthen relationships through collaboration with teammates and partners

• Self-motivated, confident, and able to multitask effectively

• Ability to work branch hours, including weekends and evenings

• Meet and comply with all SAFE Act requirements, including pre-employment screening and obtaining an NMLS unique identifier

• Complete a video interview assessment after applying (within 7 days of receiving the link)

Benefits

• Meaningful work helping customers with important financial decisions

• Commitment to community: 8 hours of paid time off annually for volunteering (separate from regular PTO) and 501(c)(3) donation matching up to $1,000 annually

• Career opportunities with promotions, training, coaching, and development resources

• Exceptional benefits: comprehensive medical/dental/vision coverage, 401(k) with corporate match, tuition assistance, mental health and wellbeing programs, student loan refinancing discounts, and more