Financial Relationship Manager

2 weeks ago


Philadelphia, Pennsylvania, United States Citizens Full time

Job Description

We are seeking a skilled Financial Relationship Manager to join our team at Citizens. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing them with trusted advice and guidance on their financial needs.

Key Responsibilities

  • Provide exceptional customer service and support to our customers, understanding their financial goals and recommending tailored solutions to help them achieve them.
  • Develop and maintain strong relationships with our customers, using your excellent communication and problem-solving skills to provide recommendations and assist with financial solutions.
  • 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, ensuring that our customers receive the best possible service.

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.

Preferred Qualifications

  • 1 year cash handling experience

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.



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