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Virtual Assistant

Role overview

Qualifications

  • High School degree or GED required
  • Prior banking experience, processing teller transactions
  • Positive and customer focused mindset
  • Strong listening and highly effective communication skills

Responsibilities

  • Ensure our customers are extremely satisfied with every interaction
  • Be the face of Citizens, be professional, friendly and helpful
  • Effectively communicate via video technology
  • Perform routine teller transactions and maintenance requests

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Problem Solving
  • Collaboration
  • Detail Oriented
  • Multitasking

About the company

Citizens logo

Citizens

Banking

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank. You’re made ready and so are we. #MadeReady

Company details

Company typeLarge
IndustryBanking
Company size10001

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Job description

At Citizens, we’re more than a bank! Here, you’ll experience new things, create new opportunities, think beyond your role and make an impact!

While this role, will be the first line of contact with Citizens’ customers, and you will help to educate customers on digital and self-service opportunities, while identifying needs and making appropriate referrals. Additionally, you will process a variety of routine financial transactions, including cashing checks, withdrawals, facilitating deposits, and overseeing credit card and loan payments. Lastly, you will process account service and maintenance requests, and deliver value add service to account holders like new account openings and lending advice in compliance with bank policies, guidelines, and procedures to effectively manage risk.

Most importantly, as a part of our team you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

Primary responsibilities include

  • Ensure our customers are extremely satisfied with every interaction.
  • Be the face of Citizens, be professional, friendly and helpful with every interaction.
  • Effectively communicate via video technology.
  • Respond to a variety of incoming customers interactions with a passion to deliver high quality solutions for our customers.
  • Perform routine teller transactions and maintenance requests.
  • Educate customers on the convenient banking options that Citizens offers; online banking, mobile banking, ATM/ITMs, etc.
  • High School degree or GED required
  • Prior banking experience, processing teller transactions and recommending and referring products and services to customers
  • Positive and customer focused mindset
  • Strong listening and highly effective communication skills; ability to showcase these skills across video
  • Proficient in asking questions and identifying needs to enhance the customer relationship
  • Ability to problem solve and provide solutions to customer issues
  • Strong computer skills and comfortable using digital technology to support the delivery of business goals
  • Ability to foster relationships with teammates and partners through collaboration
  • Energetic, organized, detail-oriented and ability to multitask effectively and in a timely manner
  • Ability to work hours, which can include weekends and evenings

Hours & Work Schedule

Hours per Week: 40
Work Schedule: Monday, Friday, and Saturday required, 5 days on-site

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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