Sr Private Banker, PBO

2 weeks ago

San Francisco, California, United States Citizens Financial Group, Inc. Full time
As a Private Office Sr.

Banker you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices.

In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managers' client base.

You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed.

The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank.

You'll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

Primary responsibilities include

  • Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
  • Being the deposit and cash management experts (and cross-selling where needed)
  • Helping to "sell the bank" with net new prospects
  • Maintain and deepen client relationships
  • Relationship management (in partnership with the RMs, BBs, and PBs)
  • Refer clients to business partners where needed
  • Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business Bankers'/Relationship Managers' client base.
  • Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
  • Obtaining documentation for initial onboarding, services, changes, and any exceptions.
  • Opening accounts and other services to ensure expedited delivery.
  • Assist clients with transactions, including but not limited to, deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
  • Fulfill additional client needs including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
  • Verify client identities in accordance with Citizens Private Bank policies and procedures.
  • 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.
Qualifications, Education, Certifications and/or Other Professional Credentials

  • Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
  • Must have strong problem solving and critical thinking skills.
  • Must be able to communicate effectively via telephone and in person.
  • Must be able to travel as position requires.
  • A minimum of three years of experience in private banking
  • History of working with high net-worth clientele preferred
  • A thorough knowledge of banking operations
  • Acute social awareness and perceptiveness
  • An existing client portfolio (preferred)
  • Bachelor's degree, required
Hours & Work Schedule

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

The salary range for this position is $40 - $46/per hour plus an opportunity to earn additional incentive earnings.

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

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.

Benefits


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

FORTUNE's World's Most Admired Companies

Human Rights Campaign Corporate Equality Index 100 Award

Military Friendly Employer

Age-Friendly Institute's Certified Age-Friendly Employer

Bloomberg Gender Equality Index, Standout

Dave Thomas Foundation's Best Adoption-Friendly Workplace

DiversityInc

Top Regional Company for Diversity

Forbes America's Best Large Employers

National Organization on Disability's Leading Disability Employer
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