Learning Consultant - Designer & Developer
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Role details
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Job description
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youâre a âpeople personâ who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - youâll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
Youâll get to know customersâ personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. Youâll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youâll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youâll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations., Budgeting Marketing Dashboard Operations Leadership Consulting Management Enthusiasm Innovation Scalability Procurement Communication Presentations Service Level Quality Control Customer Service Financial Acumen Budget Management Performance Review Project Management Strategic Planning Technical Training Employee Retention Facility Management Contract Compliance Workflow Automation Business To Business Financial Statements Performance Appraisal Operational Excellence Emotional Intelligence Communication Strategies Submittals (Construction) Verbal Communication Skills Standard Operating Procedure Interpersonal Communications Business Transaction Management Profit And Loss (P&L) Management Key Performance Indicators (KPIs) Master Of Business Administration (MBA) +0 Login | JoinContact
Requirements
Loans Planning Coaching Leadership Upskilling Investments Refinancing Multitasking Communication Cash Handling Mental Health Outbound Calls Mortgage Loans Professionalism Problem Solving Self-Discipline Customer Service, * High School degree or GED required
- 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.
- Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. Youâll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. Youâll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
- 1 year cash handling experience, Advocacy Curiosity Leadership Innovation Legislation Natural Gas Streamlining Presentations Collaboration Articulate 360 Detail Oriented Adult Education Resourcefulness Learning Design Camtasia Studio Microsoft Office Office Equipment Waste Management Biomedical Waste Canva (Software) Business Results Growth Mindedness Project Management Strategic Planning Content Development Instructional Design Return On Investment Willingness To Learn Strategic Objectives Emerging Technologies Renewable Natural Gas Curriculum Development Intellectual Curiosity Training And Development Strategic Prioritization Educational Technologies Organizational Leadership Adult Learning Principles Business Continuity Planning Organizational Effectiveness Continuous Improvement Process Employee Performance Management Organizational Change Management Industrial And Organizational Psychology
Benefits & conditions
Starting Salary: $25 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice., * Meaningful work & relationships - Youâll 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 - Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
- Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
- Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more., * Hours per Week: 40
- Work Schedule: Varies with branch needs and may include weekends and evenings
- Pay Transparency
- The salary range for this position is $25.92 - $28.18 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to, the budget, the work location, and relevant skills and experience.
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizensâ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueâs or a dependentâs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, youâll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Related Jobs Supervisor Westinghouse Electric
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