Preferred Banker Assoc

Job Description
Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking capabilities for businesses, grow deposits, and expand in key growth markets. We're looking for talented team members, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty.
As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to Citizens while maintaining existing relationships using the full range of Citizens's deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.
Primary responsibilities include

• Provide ongoing exceptional client service for clients' day-to-day needs via email, phone or in person.
• Support the Preferred Banking team and provide backup support in the Preferred Bankers' absence.
• Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
• Partner with Preferred Banker to maintain client relationships and open new accounts.
• Participate in business development calls with Business Bankers/Relationship Managers and/or Preferred Bankers.
• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
• Keep up-to-date with new Bank product offerings and services.
• Maintain the marketing and brochure supply for Preferred Bankers.
• Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.
• Identify and report suspicious activity to the Anti-Money Laundering Officer.
• Stay up to date on fraud tactics, watch for red flags, and escalate to our fraud partners when needed.

Qualifications, Education, Certifications and/or Other Professional Credentials

• A college degree
• One to two years of experience in a professional services role
• Excellent verbal and written communication skills
• Strong time management and organizational skills, with the ability to multitask
• A commitment to be a collaborative team player
• Knowledge of banking operations (preferred)
• Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to travel as position requires.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Pay Transparency
The salary range for this position is $40.00 - $50.00 per per hour, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to 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, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.