Banker - Financial Advisor - Spanish Required
2 weeks ago
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.
- 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.
- 1 year cash handling experience.
- Spanish or Portuguese speaking preferred.
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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