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Virtual Assistant - On Site
full-timeJohnston

Summary

Location

Johnston

Type

full-time

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About this role

 

Description

Be a part of one of the most exciting new delivery channels at Citizens.  Transactions aren’t at the heart of banking — relationships are. That’s why we’re not looking for just any Virtual Assistant. We’re looking for Citizens Virtual Assistants. What sets these colleagues apart? You look customers in the eye and greet them through a virtual video session with a smile — just like you would a friend or a neighbor. Whether you’re processing transactions, giving advice and meeting customers needs, or collaborating with your branch team, you provide a memorable, meaningful experience to every customer, every day. 

As a Citizens Virtual Assistant, you will be the first line of contact with our valued Citizens customer through a new delivery channel called Interactive Teller Machine. Our mission is to help customers reach their potential no matter where they are on their journey and in this role, you will represent Citizens with a friendly, memorable, and productive customer experience. With a re-imagined banking experience, the Citizens Virtual Assistant will help to educate customers on digital and self-service opportunities, while identifying needs and making appropriate referrals.  You will process a variety of routine financial transactions including cashing checks, withdrawals, facilitating deposits, and overseeing credit card and loan payments.  The role processes account service and maintenance request and delivers value-add service to account holders like new account opening and lending advice in compliance with our bank policies, guidelines, and procedures to effectively manage risk.  

 What you'll do

  • 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.
  • Provide a memorable, meaningful experience to every customer
  • Drives sales through service
  • Work closely with new and existing customers to understand their financial needs and deepen relationships
  • Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs
  • Make referrals to appropriate business lines for new products / services
  • Be a productive and engaged member of a dynamic team:
  • Comply with all financial policies and procedures, state and local laws and regulations
  • Foster strong and effective partnerships
  • Take advantage of training and coaching to grow with Citizens in other exciting roles 
  • Bring positive energy and confidence to Citizens and its customers every day 

What you'll get

  • Meaningful work & relationships – You’ll 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 – You’ll flourish in a diverse, friendly and supportive workplace that lets you give back to the community through volunteering and donating to causes that are important to you
  • Recognition & reward – You’ll see your hard work rewarded with promotion, growth and new opportunities
  • Training & development – You’ll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you
  • Exceptional benefits – You’ll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing. You’ll also get a discount on thousands of gyms, studios and fitness centers.

Qualifications 

  • High School degree or GED required
  • Bilingual Spanish Speaking 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: M, F, and Sat required
  •  


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, colleague’s or a dependent’s 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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.


Other facts

Tech stack
Customer Service,Communication Skills,Problem Solving,Digital Technology,Multitasking,Team Collaboration,Bilingual Spanish Speaking,Teller Transactions,Financial Solutions,Relationship Building,Attention to Detail,Sales,Education,Time Management,Positive Mindset,Organizational Skills

About Citizens

Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice.

Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come.

¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • As a Citizens Virtual Assistant, you will be the first line of contact with customers through a new delivery channel called Interactive Teller Machine. You will process transactions, provide advice, and collaborate with your branch team to ensure a memorable customer experience.

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Frequently Asked Questions

What does a Virtual Assistant - On Site do at Citizens?

As a Virtual Assistant - On Site at Citizens, you will: as a Citizens Virtual Assistant, you will be the first line of contact with customers through a new delivery channel called Interactive Teller Machine. You will process transactions, provide advice, and collaborate with your branch team to ensure a memorable customer experience..

Why join Citizens as a Virtual Assistant - On Site?

Citizens is a leading Financial Services company.

Is the Virtual Assistant - On Site position at Citizens remote?

The Virtual Assistant - On Site position at Citizens is based in Johnston, Rhode Island, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Virtual Assistant - On Site position at Citizens?

You can apply for the Virtual Assistant - On Site position at Citizens directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Citizens on their website.