Personal Banker II, Float

Job Summary

The Personal Banker Float drives banking center performance results through strong individual sales performance, while providing superior customer service. This role requires a strong understanding of Citizens Bank products and services.

The ideal candidate will travel to branches across our footprint on a frequent basis, providing guidance and participating in daily operational and sales activities to achieve customer service and business growth objectives.

Key Responsibilities
• Assess customers' needs and help them find suitable products to enhance their financial health
• Inform and guide customers in opening bank accounts, including checking and savings accounts, overdraft protection, and other alternatives
• Gather customer data to propose consumer products and take credit applications
• Drive sales through excellent customer service and proactive customer engagement
• Focus on key behaviors that result in quality new accounts that are relationship-based
• Lead the conversion of service requests to sales
• Build camaraderie among the team to deliver on service and sales goals
• Process customer transactions accurately and in compliance with current policies, procedures, and guidelines
• Follow regulatory, security, and audit requirements, protecting customer information

Requirements
• High school education or GED required; some college preferred; pursuing higher education in finance or related fields is a plus
• Two years previous Banking experience or one year banking experience within Citizens Bank
• Two years previous customer service background and cash handling experience
• Two years previous computer experience with Windows, Microsoft Office, and other computer applications, or one year experience with Citizens Bank's technology
• Knowledge of consumer loans products, taking credit applications, and making recommendations is a plus

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