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InStore Personal Banker

Natick, Massachusetts

Overview

As a Personal Banker, you are the financial liaison to every customer entering the bank. You will leverage your people skills to engage closely with new and existing customers to understand their financial needs, and recommend and open appropriate products and services to help them with their spending and saving needs. By developing meaningful relationships with each customer, you will resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This is an exciting opportunity to strengthen your financial knowledge and customer service skills as part of a supportive, branch-based team.

  • Job type: Full-Time / Part Time
  • Level: Early Career
  • Travel: No

Success Profile

In order to succeed as a Personal Banker and grow your career within Citizens Bank, you'll need to excel within the following criteria:

  • Clear communicator 10
  • Thoughtful 6
  • Trusted advisor 8
  • Detail-oriented 6
  • Responsible 8
  • Customer focused 10

010

  • Proactive
  • Influential
  • Resilient
  • Persistent
  • Accountable

Relate, Understand and Sympathize: Courtney's Path to Success

Why work for us?

  • Collaboration

    Every day we collaborate to provide solutions for our customers to strengthen their financial futures. We take pride in helping people and pitch-in to support our colleagues because together, we are stronger.

  • Empowerment

    Because our culture is customer-centric, you're encouraged to take the initiative in helping our customers secure their financial future. As a colleague, you are empowered to continually develop your skill set, unveil your potential and embrace new opportunities.

  • Community

    We are citizens helping citizens. It's why we come to work each day. You'll discover opportunities to actively give back, volunteer and improve the communities we serve each day.

  • Flexibility

    We offer you a variety of career paths and work schedules in this role to support your lifestyle. You'll have options for where you want to take your career as well as when you work.

  • Benefits

    We provide comprehensive medical, dental, vision and pharmacy coverage in addition to generous paid time off (including 10 paid bank holidays).

  • Compensation

    In addition to a competitive rate of pay you'll have the opportunity to participate in a generous 401K plan and an employee stock purchase program, as well as several discounts on banking services offered by Citizens Bank. We also offer performance-based incentive programs and exceptional colleague awards.

Responsibilities

Description



You might be asking yourself, “What exactly is an InStore Universal Banker?” We partner with top regional grocery store chains throughout our footprint to place bank branches right inside their store. As an InStore Universal Banker, you are at the forefront of delivering an exceptional banking experience to our customers as part of a convenient InStore branch team. 

InStore Universal Bankers value strong relationships and find great satisfaction in helping others while offering sound advice. The dynamic and high-traffic environment of the InStore branch provides maximum opportunity for customer-centric, motivated and confident advisors like you to connect with customers and build a pipeline of new business for Citizens Bank. You’ll make the most of every opportunity to be successful as a self-starter and “people person”.

A Day in the Life of an InStore Universal Banker
  • Engage with InStore customers to build and deepen relationships by uncovering financial needs and recommending appropriate banking products, services and solutions  
  • Identify new banking customers; grow relationships with existing customers through social interactions within the store along with outbound calls
  • Open new accounts and assist with teller transactions as needed 
  • Comply with all policies, procedures and regulatory banking requirements 
  • Resolve customer service issues; support banking convenience for customers by sharing and setting up self-service options 
  • Partner with your InStore branch team and specialists to connect customers to experts who can help with specialized financial needs 
  • Adapt, as needed, to meet the ever-changing financial needs of our customers and the communities where we do business 
  • Bring a positive energy and confidence to Citizens Bank and its customers every day
  • Present a professional appearance as the face of Citizens
What can we offer you? 
  • Strong recognition and incentive programs based on your achievements
  • Training, strategies and tools to support your personal growth and the development of strong customer relationships
  • Career growth opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Small Business Relationship Banker, Licensed Relationship Banker and Branch Manager based on success in this front-line role
  • Collaborative workforce committed to supporting your ideas and feedback and accelerating your potential
  • Team atmosphere of diverse professionals committed to making an impact as an organization
  • Opportunities to volunteer and give back to our local communities
  • Exceptional benefits such as Medical & Dental, along with a 401K with corporate match

Qualifications



What qualifications are we looking for? 
  • High School degree or GED required 
  • Minimum of 1 year cash handling experience strongly preferred 
  • 2 years of sales and customer service experience 
  • Strong listening and customer service skills
  • Ability to effectively ask questions and identify needs to enhance the customer relationship 
  • Commitment to building relationships through phone engagements
  • Ability to problem solve and provide solutions to customer issues
  • Ability to strengthen relationships with teammates, business partners and specialists through collaboration
  • Self-motivated, confident, and ability to multitask effectively 
  • Ability to work InStore branch hours, which include weekends and evenings
  • If selected, candidates must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).

Hours and Work Schedule 
Hours per Week: 30
Work Schedule: Varies based on branch schedule and needs, Monday through Sunday

Be a great Citizen. 
Join us today.

Join us as an InStore Universal Banker and use your outstanding people skills to help shape our customer banking experience and drive your career potential at Citizens Bank.


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.

Equal Employment Opportunity

It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.

Note: The application system is not compatible with all operating systems and devices. If you experience technical difficulties, please click on the Help link.

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Equal Employment Opportunity

It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran.

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.

Note: The application system is not compatible with all operating systems and devices. If you experience technical difficulties, please click on the Help link.