Banker - Financial Advisor - Spanish Required

2 weeks ago


Framingham, Massachusetts, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Banker to join our team. As a Banker, you will be the face of the branch, building lasting relationships with customers and providing trusted advice.

Key Responsibilities
  • Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing, and investing needs.
  • Get to know customers' personal financial goals and recommend tailored solutions to help achieve them.
  • Introduce customers to digital and mobile-first ways to handle banking transactions.
  • 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.
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 Skills/Experience
  • 1 year cash handling experience.
  • Spanish or Portuguese speaking preferred.
Why Work for Citizens

Citizens is a customer-centric company that values diversity, equity, and inclusion. We offer a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.



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