Personal Banker Customer Experience in Ottawa

Personal Banker Customer Experience in Ottawa

Ottawa Full-Time On-site
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Serve Springfield customers through account services, consultative selling, and accurate transactions at Citadel's customer-facing banking office.

As a Personal Banker II, you will determine account and service needs, build relationships, and support customers' financial goals. The position includes opening accounts, processing deposits, withdrawals, loan applications, and cross-selling credit cards, investments, insurance, and IRAs. Customer interactions follow Citadel Class Service principles.

Key Responsibilities:

  • Determine accounts and services matching individual financial needs
  • Process accounts, deposits, withdrawals, and loan applications
  • Cross-sell credit union products and services
  • Handle cash using recyclers, ATMs, and teller machines
  • Serve customers through calls, events, and in-person interactions

Requirements:

  • At least two years sales and face-to-face service experience
  • High school diploma or equivalency
  • PC literacy and multiple software application skills
  • Strong communication, judgment, and problem-solving skills
  • Ability to work Saturdays and maintain confidentiality

Use customer service, financial transactions, and consultative sales skills to support Citadel members in Springfield, Pennsylvania.

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Contact Details:

Citadel Logo Recruitment Team