Licensed Relationship Banker

Unlock Employer Newtonville, MA Closed
Employer is looking for Licensed Relationship Banker in Newtonville, MA. This local job opportunity with ID 686687 is live since 10/02/2017.


Exceptional service. Expanded products. And much, much more.

Are you ready to make the most of your future as a Licensed Banker at Employer? In this unique role with dual responsibilities (both banking and investments) you’ll go above and beyond for our customers – helping to secure their financial futures. As a member of the branch banking team, your role requires flexibility to meet a variety of customer needs with a focus on building relationships with our customers to drive sales. You’ll concentrate on developing those meaningful relationships with both new and existing customers by understanding their financial needs in order to recommend and open the appropriate retail and investment products and services.

This is an exciting opportunity to:

  • Drive sales and success through your service: Ensure a positive customer experience and achieve sales and referral goals through an expanded product set that includes banking, insurance and investment products 
  • Build your book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards branch and your own success 
  • Maximize your personal productivity: Utilize your dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of customer, branch and personal goals 
  • Grow your capabilities: Experience continual opportunities to expand your financial acumen, sales expertise, interpersonal skills, and more

As a Licensed Banker, you’ll enjoy a competitive salary, attractive incentive opportunities, competitive benefits package and an inclusive team culture. You’ll also be front and center in your community and on the fast track to future career opportunities in Wealth or Retail Management.


  • High School diploma required. College degree in business related field preferred.
  • All applicants must possess an active Life/Health Insurance License and Series 6 & 63 licenses. Licenses are required to discuss and sell investment or insurance products with potential or existing customers.
  • All internal applicants must meet minimum sales performance requirements
  • Sales and service experience required with a minimum of 2 years preferred
  • Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship
  • Ability to understand how to present features and benefits of products and services to customers with differing needs
  • A track record of working effectively in a team environment and building solid relationships
  • Ability to work branch hours, which may include weekends and some evenings
  • If selected, must 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 NMLS

Success Factors

Knowledge, skills & abilities that typically lead to success in the job include:

  • Seeking and acting on feedback
  • Personal accountability
  • Communication
  • Business & financial acumen
  • Relationship building
  • Investment products
  • Customer needs assessment
  • Consultative selling
  • Forging client trust
  • Cross selling

Hours & Work Schedule

Hours per Week:  40

Work Schedule:  Varies

Why Work with Us

At Citizens, you’ll 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.

Equal Employment Opportunity

It is the policy of Employer and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

Employer is a brand name of Employer, N.A. and each of its respective subsidiaries, and Employer of Pennsylvania.

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