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in Philadelphia, PA
Personal Banker Univ
Hours | Full-time, Part-time |
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Location | Belmont, MA Philadelphia, Pennsylvania |
About this job
Description
Traditional: Delete for InStore req
Description
The Personal Banker Universal is a branch based sales and service position whose primary function is to help customers by meeting and uncovering their financial needs, helping with problem resolutions and processing transactions. Universal Bankers drive sales by creating an outstanding customer experience by opening new accounts, offering convenience services, meeting Branch sales objectives, and resolving customer service issues. You will provide our customers with outstanding service by fully understanding their needs and identifying the right products and solutions to achieve their financial goals.
Success in this front-line sales role can lead to both short and long term career opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Small Business Specialist, Licensed Banker and Branch Manager.
As a Personal Banker your primary responsibilities include:
- Drive sales through service: Generate sales and revenue by developing a positive customer experience. Focus on the solutions that meet the needs of the customer and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Customer Experience Process. Successfully follow a structured approach to customer on-boarding, sourcing new business, and expanding existing relationships, asking for referrals and maximizing outbound calling.
- Go above and beyond for customers: Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Personal Bankers are the financial liaison to customers for building, deepening and retaining long term relationships while providing world class customer service
- Ensure our customers are extremely satisfied with every interaction: Make it memorable and the best part of their day.
- Bring a positive energy and confidence to Citizens Bank every day.
- Present a professional appearance: You are the face of Citizens.
In-Store : Delete for Traditional req
Description
You might be wondering what In-store is…this is where we have partnered with top regional grocery store chains to place our branch right inside their store. You’ll have the benefit of a high volume of prospective customers walking through your lobby every day!
As a universal banker, you are at the forefront of delivering an exceptional banking experience to our customers. The dynamic and high-traffic environment of the In-store branch provides maximum opportunity for sales-oriented, motivated and confident individuals like you to connect with customers and build a pipeline of new business for Citizens Bank.
You’ve been told you’re a ‘people person’. Those who know you see how much you value strong relationships. You also find great satisfaction in helping others and offering sound advice. You enjoy a structured environment and as a self-starter, you make the most of every opportunity to be successful. That’s why we know you would be a great fit for our universal banker role!
A day in the life of an In-Store Universal Banker
- Work directly with In-store customers to build and deepen relationships by uncovering financial needs and recommending the best banking products, services and solutions
- Identifies new to bank prospects and grows relationships with existing customers through social interactions within the store along with outbound calls
- Resolve customer service issues and simplify their lives by recommending other banking convenience services to current and new customers
- Open new accounts and assist with teller transactions as needed
- Comply with all policies, procedures and regulatory banking requirements
- Make banking easier for customers by sharing and setting up self-service options
- Partner with your 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
- Drive sales and exceed performance goals by providing an exceptional customer service experience
Qualifications
- High School degree or GED required
- Proven sales experience
- Minimum of 1 year cash handling experience strongly preferred
- Strong listening skills, excellent customer service skills, effective asking questions and identifying needs to expand the customer relationship
- Skilled in making outbound calls
- Ability to resolve customer issues by providing solutions.
- Ability to build strong relationships with teammates, business partners and specialists through collaboration.
- Self motivated, assertive, and able to multitask effectively
- Able to work branch hours, which include weekends and evenings
- If selected, 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 NMLS
- Seeking and acting on feedback
- Personal accountability
- Communication
- Customer Service
- Relationship Building
- Attention to Detail
- Consultative selling
- Sales drive & passion
- Cross selling
- Teller accuracy and compliance
- High School degree or GED required
- Proven sales and customer service experience
- Minimum of 1 year cash handling experience strongly preferred
- Strong listening and customer service skills
- Ability to effectively ask questions and identify needs to enhance the customer relationship
- Commitment to build relationships through phone development
- Ability to problem solve and provide solutions to customer issues
- Ability to build strong relationships with teammates, business partners and specialists through collaboration
- Self-motivated, confident, and ability to multitask effectively
- Willingness to work branch hours, which include weekends and evenings
- Ability to function within a controlled schedule
- A professional appearance- you are the face of Citizens Bank
- Experience in retail, hospitality or banking is highly desired
- Seeking and acting on feedback
- Personal accountability
- Communication
- Customer Service
- Relationship Building
- Attention to Detail
- Consultative selling
- Sales drive & passion
- Cross selling
- Teller accuracy and compliance