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Citizens Financial Group

Runs consumer and commercial banking services

Citizens Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMassachusetts, USAIn-person

About the Job

Requirements

  • A high school degree or GED is required.
  • Bilingual proficiency in Spanish or Portuguese is required.
  • At least 2 years of sales and customer service experience demonstrating the ability to meet or exceed goals is required.
  • Ability to ask effective questions and identify needs to improve customer relationships is required.
  • Proven success building relationships and recommending and referring products and services through in-person and phone interactions is required.
  • Demonstrated skill using digital technology to support business goals is required.
  • Ability to solve problems and provide solutions to customer issues is required.
  • Ability to strengthen relationships with teammates, business partners, and specialists through collaboration is required.
  • Self-motivation, confidence, and the ability to multitask effectively are required.
  • Ability to work branch hours, which can include weekends and evenings, is required.
  • Must meet all SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Qualified candidates must complete a video interview assessment within 7 days of receiving the link. The assessment takes 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Responsibilities

  • Build lasting customer relationships by providing trusted advice.
  • Use financial knowledge, communication, and problem-solving skills to recommend financial solutions for customers' spending, saving, borrowing, and investing needs.
  • Understand customers' financial goals and recommend tailored solutions, including future planning, home purchases, and credit cards.
  • Introduce customers to digital and mobile-first banking transactions through the bank's app and ATMs.
  • Collaborate with Wealth Management, Mortgage, and Business Banking partners to address customers' more complex financial needs.
  • Make outbound calls to acquire new customers and schedule financial checkup appointments.
  • Follow financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations.

Desired Qualifications

  • At least 1 year of cash handling experience is preferred.

About the Company

Citizens Financial Group

Runs consumer and commercial banking services

Citizens Financial Group runs consumer and commercial banking businesses for households, small firms and larger companies, alongside wealth management. Through Citizens Bank, it accepts deposits, processes payments and lends for homes, education and business needs through branches and digital channels. Its commercial teams manage corporate cash flows, arrange financing and advise on mergers and acquisitions, while its private bank serves wealthy families and business owners. The group earns interest on loans and securities, pays interest on deposits and charges fees for financial services and advice. Its banking roots date to 1828, and it is headquartered in Providence, Rhode Island.

Company size
10,001+
Company stage
IPO
Headquarters
Providence, RI
Founded
1828

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