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Citizens Financial Group

Runs consumer and commercial banking services

Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeNew York, NY, USA

About the Job

Requirements

  • A high school degree or GED is required.
  • Two years of sales and customer service experience demonstrating the ability to meet or exceed goals is required.
  • The candidate must be able to ask effective questions and identify needs to improve customer relationships.
  • The candidate must have proven success building relationships and recommending and referring products and services through in-person and phone interactions.
  • The candidate must demonstrate skill in using digital technology to support business goals.
  • The candidate must be able to solve problems and provide solutions to customer issues.
  • The candidate must be able to strengthen relationships with teammates, business partners, and specialists through collaboration.
  • The candidate must be self-motivated and confident, and be able to multitask effectively.
  • The candidate must be available to work branch hours, which may include weekends and evenings.
  • The candidate 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 seven days of receiving the link. The assessment takes 30–45 minutes and requires a smartphone, tablet, or desktop computer with camera and microphone enabled.

Responsibilities

  • Get to know customers and build lasting relationships by providing trusted advice.
  • Use communication and problem-solving skills and financial knowledge to recommend and assist with financial solutions for customers’ spending, saving, borrowing, and investing needs.
  • Understand customers’ personal financial goals and recommend tailored solutions, such as planning for the future, buying a home, or opening a new credit card.
  • Introduce customers to digital and mobile-first methods for banking transactions, including 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 all financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations.

Desired Qualifications

  • One 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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