Rashon’s journey from universal banker to financial consultant.
When Rashon joined the Citizens team in 2011 as an in-store universal banker at Giant supermarket, he never dreamed he’d one day be a financial consultant, assisting his customers with a wide variety of financial planning needs.
“I always knew I wanted to work closely with customers, helping to resolve their issues and make life a little easier. Since I’ve been with Citizens, I’ve found a home for this passion and have been able to grow my career tremendously”, says Rashon.
He credits his path from universal banker to financial consultant to the support of the collaborative colleagues and leaders he has worked with along the way. As Rashon progressed into a senior universal banker role, he obtained life and health licenses with the encouragement of his branch colleagues as part of the licensed banker program. This was just the next step Rashon was looking for.
“I wanted to better assist my customers with more customized solutions and make sure they walked out feeling 100% satisfied. The licensed banker program was the launching pad into my licensed banking career”, comments Rashon.
In his role as a licensed banker, Rashon worked closely with Chris, a financial consultant at the same branch and began to develop an interest in the investment side of retail banking. With a little encouragement from Chris and the regional manager, Tony, Rashon began to train as a junior financial consultant under Chris’ guidance.
Rashon recalls, “Chris and Tony worked with me to set up personal targets and goals and we checked in each week to discuss my development in the area of financial consulting. It was a supportive partnership, both challenging and empowering”. He also credits Retail Director, Jeff for his hands-on support.
Today, Rashon is embracing his role as a financial consultant as he sits down with his clients to understand their needs and how to strengthen their financial future. “I’ve learned to develop deep and trustworthy relationships with my clients. When I can truly see the ‘full picture’, I can identify the best solutions for them”, says Rashon.
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© 2016 Citizens Financial Group, Inc.