Citizens Bank Jobs – Apply Now for Private Client Financial Advisor Careers Albany, New York

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Citizens Bank Jobs – Apply Now for Private Client Financial Advisor Careers Albany, New York

Best Jobs in Citizens Bank:- Citizens Bank Careers site has published Citizens Bank Jobs notification for Private Client Financial Advisor Position. Candidates who have Degree can apply online through Citizens Bank Recruitment site. The location of this Private Client Financial Advisor Position is New York.

Citizens Bank Jobs description related to this Private Client Financial Advisor Position like Job request number, Job Location, Educational background, required age, Salary and benefits provided in details below. You should check all details before apply.

Citizens Bank Jobs Summary According to Citizens Bank Careers Site

Recruiting Agency :- Citizens Bank

Name of Profile :- Private Client Financial Advisor

Job Location :- New York

Salary :- $59,988.00 Per Year

Full Job Description

Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we’re hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.

Private Client Financial Advisors are their clients’ primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients’ assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.

Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues – within a given territory – and individual proactive outreach, they are poised to meet and exceed sales goals.

Responsibilities

  • Identify client objectives and goals; then monitor progress throughout the financial lifecycle
  • Broaden and deepen affluent client relationships in investment, deposit, and lending
  • Become a trusted advisor who earns referrals from existing clients
  • Engage prospects to promote and sell investment products and services
  • Evaluate and analyze client financial information and data
  • Use planning and discovery tools to uncover perspective opportunities
  • Develop and present suitable solutions to meet client goals
  • Partner with other colleagues to implement solutions

Qualifications

  • Series 7 and 66 (65 and 63), Life Accident & Health licenses
  • CFP or CRC preferred
  • Bachelor’s degree or equivalent work experience
  • 5+ years of industry related experience
  • Record of building internal partnerships
  • Excellent oral and written communication skills
  • Team oriented with a strong work ethic and entrepreneurial spirit
  • Experience using financial planning tools
  • Familiarity with consumer lending and banking solutions
  • Digital literacy and experience

*Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

  • Experience with investment product referrals and sales
  • Knowledgeable of regulatory requirements to ensure a sound control environment

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Why work with us

  • Colleague development: We offer a clear career path, in-depth training, coaching and mentoring to help you reach your potential
  • Outstanding resources: We have access to big data analytics, technology, referrals and industry-wide tools to help target and grow your client relationships
  • Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities

Awards we’ve received

  • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)
  • Military Friendly Employer (2021)
  • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)
  • Diversity, Inc. – Top 50 companies for diversity (2020)

Apply Now

Read Carefully Before Apply


Citizens Bank Jobs – Apply Now for Banker Careers Whitesboro, New York

Best Jobs in Citizens Bank:- Citizens Bank Careers site has published Citizens Bank Jobs notification for Banker Position. Candidates who have High School degree can apply online through Citizens Bank Recruitment site. The location of this Banker Position is New York.

Citizens Bank Jobs description related to this Banker Position like Job request number, Job Location, Educational background, required age, Salary and benefits provided in details below. You should check all details before apply.

Citizens Bank Jobs Summary According to Citizens Bank Careers Site

Recruiting Agency :- Citizens Bank

Name of Profile :- Banker

Job Location :- New York

Salary :- $21.22 per hour

Full Job Description

We’re offering a $1,000 sign on bonus for applicants who apply between March 14th and June 14th.

If you’re a “people person” who enjoys building relationships with customers, you could be #MadeReady to be a Banker. In this role, you’ll get to know your customers and develop lasting relationships by providing trusted advice. Using your strong communication and problem-solving skills — along with your wide range of financial knowledge — you have the ability to anticipate every customer’s needs. Your focus on delivering an exceptional experience means every customer is happy today, tomorrow and for years to come.

Citizens entered into an agreement to acquire 80 east coast branches and the national online deposit business from HSBC. This transaction – which expected to close in the first quarter of 2022 – provides us with an attractive entry into the important New York City Metro, Washington D.C. and Southeast Florida markets. It serves as a springboard for our consumer national expansion strategy.

What you’ll do:

  • Work closely with new and existing customers to understand their financial needs and deepen relationships
  • Recommend financial solutions to satisfy spending, saving, borrowing, and investing needs
  • Help customers use online, mobile and ATM banking
  • Acquire new customers through outbound calling and in-branch prospecting
  • Collaborate with your partners in Wealth, Mortgage and Business Banking to help customers with more complex financial needs
  • Provide additional Teller support for customer transactions
  • Contact customers to schedule time to discuss their personal financial goals
  • Help customers fit banking into their everyday lives
  • Comply with all financial policies and procedures, state and local laws and regulations
  • Work together with branch colleagues to meet individual and team goals

What you’ll get:

  • Meaningful work – Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals
  • Commitment to community – Participate in volunteer activities and have your donations to eligible nonprofits matched dollar-for-dollar
  • Recognition & reward – See your hard work rewarded with promotion, growth and new opportunities
  • Training & development – You’ll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you
  • Exceptional benefits – Earn a competitive salary, participate in our generous 401(k) and stock purchase programs and receive paid parental leave. Choose from medical, dental and vision care options that offer preventative care at no cost.

Qualifications

  • High School degree or GED required
  • Minimum of 2 years of sales and customer service experience required
  • Minimum of 6 months cash handling experience in a retail or banking environment required
  • Strong listening and customer service skills
  • Effectively ask questions and identify customer needs
  • Ability to build relationships over the phone
  • Comfortable using technology
  • Ability to problem-solve and provide solutions to customer issues
  • Desire to collaborate and partner with colleagues
  • 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 required background checks and obtaining a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).

Apply Now


Citizens Bank Jobs – Apply Now for Citizens Teller Careers Whitesboro, New York

Best Jobs in Citizens Bank:- Citizens Bank Careers site has published Citizens Bank Jobs notification for Citizens Teller Position. Candidates who have High school diploma can apply online through Citizens Bank Recruitment site. The location of this Citizens Teller Position is New York.

Citizens Bank Jobs description related to this Citizens Teller Position like Job request number, Job Location, Educational background, required age, Salary and benefits provided in details below. You should check all details before apply.

Citizens Bank Jobs Summary According to Citizens Bank Careers Site

Recruiting Agency :- Citizens Bank

Name of Profile :- Citizens Teller

Job Location :- New York

Salary :- $12.00 – $23.00 per hour

Full Job Description

Transactions aren’t at the heart of banking — relationships are. That’s why we’re not looking for just any teller. We’re looking for Citizens Tellers. What sets these colleagues apart? You look customers in the eye and greet them in the branch lobby with a smile — just like you would a friend or a neighbor. Whether you’re processing transactions or collaborating with your branch team to meet a customer’s needs, you provide a memorable, meaningful experience to every customer, every day.

 

Are you a great listener? Do you enjoy meeting new people or strengthening existing relationships? If so, you’re Made Ready to be a Citizens Teller. It takes an energetic attitude, an ability to listen intently and a desire to get to know your customers — who they are, what they need, which ones want to get in and out quickly vs. those who want to catch up. Using your knowledge of our award-winning mobile app and online banking options, you’ll simplify banking for your customers. You will confidently cash checks, process withdrawals and deposits. You pride yourself in giving every customer the level of care they deserve, including referring them to the right banker who can handle more complex requests.

 

What you’ll do

  • Be the face of Citizens; be professional, friendly and helpful with every interaction
  • Welcome customers when they walk into the branch
  • Talk with customers in the lobby — and the teller line — to understand the purpose of their visit
  • Make customers feel cared for while you process transactions
  • Introduce customers to new, more efficiently ways of banking like mobile, online and ATMs
  • Build relationships with customers so you can anticipate their financial needs
  • Introduce customers to a banker when more complex requests arise
  • Comply with all financial policies and procedures, state and local laws and regulations
  • Take advantage of training and coaching to grow into a Citizens Banker or another exciting role
  • Bring your positive energy and confidence to Citizens and its customers every day

What you’ll get

  • Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
  • Commitment to community – You’ll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you
  • Recognition & reward – You’ll see your hard work rewarded with promotion, growth and new opportunities
  • Training & development – You’ll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you
  • Exceptional benefits – You’ll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You’ll also get a discount on thousands of gyms, studios and fitness centers.

Qualifications

  • High School degree or GED required
  • Minimum of 1 year cash handling experience in a retail or banking environment
  • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
  • Strong listening and communication skills
  • Ability to effectively ask questions and identify needs to enhance the customer relationship
  • Commitment to build relationships through in-person customer interactions
  • Ability to problem solve and provide solutions to customer issues
  • Comfortable with using digital technology to support the delivery of business goals
  • Ability to build strong relationships with teammates, business partners and specialists through collaboration
  • Energetic, detail-oriented and ability to multitask effectively
  • Ability to work branch hours, which can include weekends and evenings

Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings

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