Citizens - Bilingual - Spanish Required
$52,998–$65,000 year
On-siteNew Jersey, United States
Job Summary
Provide trusted financial advice and build lasting relationships with customers by recommending tailored solutions for spending, saving, borrowing, and investing needs. Assist clients with personal financial goals like planning for the future, buying a home, or opening new credit cards, while introducing them to digital and mobile-first banking tools. Collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex needs, and make outbound calls to acquire new customers and schedule financial checkup appointments. Adhere to all financial policies, proper cash handling procedures, and state and local laws and regulations. This bilingual role requires Spanish or Portuguese speaking skills and 2 years of sales and customer service experience. Candidates must meet SAFE Act requirements, including pre-employment screening and NMLS identification, and complete a video interview assessment within 7 days of receiving the link.
Required Qualifications
- High School degree or GED
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
- Ability to effectively ask questions and identify needs to improve the customer relationship
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
- Demonstrated skills in using digital technology to support the delivery of business goals
- Aptitude to problem solve and provide solutions to customer issues
- Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
- 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 pre-employment screening checks and obtaining a unique identifier from the NMLS
- Complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link
Desired Qualifications
- 1 year cash handling experience
- Spanish or Portuguese speaking
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