Private Office Banker

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We’re looking for talented preferred bankers, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. In this role you will, provide personal banking, commercial and business banking, retirement planning, investment management and financial planning to high-net-worth individuals, families, nonprofits, and private family foundations. You will break down traditional product silos and be empowered to do what’s in the client’s best interest. Join our culture of client-centricity and collaboration as you deliver the best the bank has to offer.

Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients.

Our Preferred Bankers pride themselves on doing right by the client and thinking two steps ahead for their needs. While your business will be entirely self-sourced, you’ll leverage the strength of the Citizens enterprise to collaborate with partners across Wealth Management, Commercial Banking, Mortgage and more, depending on individual client needs.

Responsibilities:

• Provide ongoing exceptional client service on the phone and occasionally in person.
• Assist with obtaining and organizing all required documentation and filing.
• Maintain client relationships and open new accounts.
• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a focus on Wealth Management and Loan products.
• Keep up-to-date with new Bank product offerings and services.
• 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.
• Verify the identity of clients that enter into a relationship with the Bank.

Required Qualifications:

• A bachelor’s degree preferred
• One to two years of experience in a professional financial services role

Preferred Skills/Experience:

• A commitment to be a collaborative team player
• Knowledge of banking operations
• Excellent verbal and written communication skills
• Strong time management and organizational skills, with the ability to multitask

Hours & Work Schedule:

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

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for 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