Citizens Banker

Citizens Financial Group
Brooklyn, NY
Career-pivot friendly

Who this role is best for

Outgoing individuals with customer service experience and a knack for relationship-building will find this role's emphasis on personalized financial advice and collaboration with specialists rewarding. The position is based in Brooklyn, NY, and involves working branch hours, including weekends and evenings.

Best fit for

  • Candidates with a background in sales and customer service who enjoy helping people achieve financial goals
    — “2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals”
  • Individuals who are confident, self-motivated, and can manage multiple tasks effectively
    — “Self-motivated, confident and ability to multitask effectively”
  • People who are comfortable with digital tools and can guide customers through mobile and digital banking solutions
    — “Demonstrated skills in using digital technology to support the delivery of business goals”

Things to consider

  • Must be available to work branch hours, which may include evenings and weekends
    — “Ability to work branch hours, which can include weekends and evenings”
  • Requires compliance with the SAFE Act and passing pre-employment screening checks
    — “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”

How to stand out

  • Highlight your experience in identifying customer needs and tailoring solutions to fit them
    — “Ability to effectively ask questions and identify needs to improve the customer relationship”
  • Showcase your ability to collaborate across departments like Wealth Management and Mortgage
    — “Collaborate with partners in Wealth Management, Mortgage and Business Banking”
  • Emphasize your confidence and outgoing personality in your resume and interview responses
    — “Are you outgoing? Do you get satisfaction out of helping others and offering sound advice?”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • building lasting customer relationships
  • meeting financial goals
Typical background
sales and customer service experience

Skills & requirements

Required

Customer ServiceSalesProblem-solvingCommunication

Preferred

Financial KnowledgeTeamwork

Stack & domain

CommunicationProblem-solvingFinancial Knowledge

About the role

Original posting from Citizens Financial Group

Starting Salary: $25 / hour and up

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. 

What you'll do

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.

What you'll get

Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.Required Qualifications

High School degree or GED required2 years of sales and customer service experience, demonstrating an ability to meet or exceed goalsAbility to effectively ask questions and identify needs to improve the customer relationshipProven success with building relationships, and recommending and referring products and services through in-person and phone interactionsDemonstrated skills in using digital technology to support the delivery of business goalsAptitude to problem solve and provide solutions to customer issuesRecognized ability to strengthen relationships with teammates, business partners and specialists through collaborationSelf-motivated, confident and ability to multitask effectivelyAbility to work branch hours, which can include weekends and eveningsMeet 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. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.Preferred skills/experience

1 year cash handling experience Hours and Work Schedule

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

The salary range for this position is $28.75 - $35.38 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Source: Citizens Financial Group careers

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