Banking Advisor: Build Relationships & Financial Guidance
Job in
Chalfont, Bucks County, Pennsylvania, 18914, USA
Listed on 2026-08-22
Listing for:
Citizens
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Advisor / Consultant, Retail Banking
Job Description & How to Apply Below
Citizens Bankers are the face of the branch, building lasting relationships by providing trusted financial advice. You’ll help customers with spending, saving, borrowing and investing needs, while introducing digital and mobile banking options.
Role involves outbound calls to acquire new customers, collaborating with Wealth Management and Mortgage teams, and ensuring compliance with SAFE Act and cash handling policies.
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