Preferred Banker Jobs

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 to high-net-worth individuals, families, nonprofits, private family foundations and in private equity venture and professional service firms. 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.

Our Preferred Bankers pride themselves on doing right by the client and thinking two steps ahead for their needs. You will partner closely with your Private Relationship Managers and leverage the strength of the Citizens enterprise, collaborating with partners across Wealth Management, Commercial Banking, Mortgage and more, to deliver on individual client needs.

Responsibilities:

• Provide ongoing exceptional client service on the phone and occasionally in person.
• Maintain client relationships and open new accounts.
• Verify the identity of clients that enter into a relationship with the Bank.
• 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.
• Assist with obtaining and organizing all required documentation and filing.
• 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.

Required Qualifications:

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

Preferred Skills/Experience:

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

Hours & Work Schedule:

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

Pay Transparency

The salary range for this position is $136,000 - $204,000, 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.

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