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A Personalized Checking Account Checkup

You go to the mechanic when your car is due for an inspection and the doctor when you need a checkup. Why not get the same level of personal service for your bank account?

 

You can get personalized advice for your checking (and other) needs through Citizens CheckupSM, a service provided by Citizens Bank.

How to get started

You can start by setting up an appointment so that we will be ready to address your needs as soon as you visit the branch. Once you arrive, you can discuss your financial goals — as well as your challenges — with the branch representative personally assigned to your financial checkup. Once we get to know you and learn about your goals, we’ll show you the available options (boosting your savings, refinancing your debts, etc.) that can help you be more successful in reaching your goals.

What are the potential benefits?

No one knows your personal finances or your financial goals better than you, but you may not be aware of all the products and services available to help you achieve those goals. That’s where we come into play. Our team can give you the advice you need to better prepare you for the road ahead.

What can you expect from the experience?

Our goal is to build a strong relationship with you that will empower you to make informed financial decisions for yourself and for your family. During the checkup, we may make recommendations on services and products to help you handle your finances.

Does it cost anything?

Citizens Checkup is a complimentary service. We recommend products and services during your checkup to give you information on what could possibly help you get closer to your goals, and you make the best decision based on your needs.

How do I sign up?

You can sign up by calling your local Citizens Bank Branch and asking to schedule a Citizens Checkup. From there we’ll set up an appointment that works for your schedule. We look forward to answering your questions in person.

More information

We are committed to helping you bank better by providing personalized solutions. Our dedicated colleagues can help you find the right product to match your needs. To learn more, please call 1-877-360-2472, visit us online, or Ask a Citizen at your nearest Citizens Bank Branch.