Pb Digital Banking Advisor

2 weeks ago

Menlo Park, United States Citizens Full time

**Description**

In your role as a Digital Banking Advisor, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing experts on all digital treasury services, including but not limited to: Personal Online Banking, Cash Flow Essentials, accessOptima, CB Forex and the services contained within these platforms.

**Primary responsibilities include**
- Partner with Preferred Bankers and Relationship Managers to present relevant products and services to prospective clients.
- Prepare and present tailored live platform demonstrations for prospective clients.
- Facilitate an efficient digital onboarding process by collecting information and pre-filling necessary treasury forms.
- Monitor the treasury implementation process to understand timeline and communicate expectations to clients.
- Arrange and conduct training sessions with clients on initial login, setup, and overall navigation.
- Provide ongoing support as needed, working directly with clients to answer questions or troubleshoot issues.
- Gather feedback from clients and work closely with product managers to improve upon offered products and services, and inform future roadmaps.
- As a representative of Citizens Private Bank, provide ongoing exceptional client service.
- Understand client needs and offer advice on how to fulfill them via the bank’s digital services.
- Leverage bank partners for complicated treasury services as needed.
- Proficiency in Microsoft Office suite.
- Exceptional written and verbal communication skills.
- Strong organizational and prioritization skills.
- Ability to travel within your local market to visit bank offices / clients.
- Banking and/or digital experience preferred.

**Requirements**:

- Proficiency in Microsoft Office suite.
- Exceptional written and verbal communication skills.
- Strong organizational and prioritization skills.
- Ability to travel within your local market to visit bank offices / clients.
- 3+ years of banking and/or digital experience preferred.

**Hours & Work Schedule**
- Hours per Week: 40
- Work Schedule: Mon-Fri

**Pay Transparency**

The salary range for this position is $80K - $100K 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.

**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

  • Financial Solutions Advisor Registration Candidate

    3 weeks ago

    Menlo Park, United States National Black MBA Association Full time

    Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...

  • Pb Client Relations Manager

    2 weeks ago

    Menlo Park, United States Citizens Full time

    **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 individuals who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. Primary...

  • Senior Digital Strategist

    4 weeks ago

    Saint Louis Park, United States Horizontal Digital Full time

    Job DescriptionJob DescriptionAt Horizontal Digital, we hold ourselves to one key belief: You’re only as good as your worst customer experience. This mantra is what drives our digital consultancy to think beyond the easy answers and instead create websites, apps, portals, and other experiences that solve customer needs for Fortune 500 companies in...

  • Senior Digital Strategist

    4 weeks ago

    Saint Louis Park, United States Horizontal Digital Full time

    Job DescriptionJob DescriptionAt Horizontal Digital, we hold ourselves to one key belief: You’re only as good as your worst customer experience. This mantra is what drives our digital consultancy to think beyond the easy answers and instead create websites, apps, portals, and other experiences that solve customer needs for Fortune 500 companies in...

  • Senior Digital Strategist

    3 weeks ago

    Saint Louis Park, United States Horizontal Digital Full time

    Job DescriptionJob DescriptionAt Horizontal Digital, we hold ourselves to one key belief: You’re only as good as your worst customer experience. This mantra is what drives our digital consultancy to think beyond the easy answers and instead create websites, apps, portals, and other experiences that solve customer needs for Fortune 500 companies in...

  • GCIB - Senior Client Relationship Advisor - Vice President - Growth & Middle Market

    3 days ago

    Menlo Park, United States MUFG Bank, Ltd. Full time

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Financial Advisor

    3 weeks ago

    Oak Park, Illinois, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at One Bank of Tennessee in Oak Ridge, TN would allow you to join the Investment Program at One Bank of Tennessee as a Financial Advisor associated with LPL Financial. Under this model...

  • Financial Solutions Advisor Registration Candidate

    1 month ago

    Williston Park, New York, United States Bank of America Full time

    Job Description:This job will be open and accepting applications for a minimum of seven days from the date it was posted.At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform....

  • Wealth Management Advisor

    2 weeks ago

    Litchfield Park, United States U.S. Bank National Association Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Financial Advisor

    2 weeks ago

    Lexington Park, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....

  • Financial Solutions Advisor

    1 week ago

    Pinellas Park, Florida, United States The Bank of America Corporation Full time

    About the Company:Bank of America is driven by a shared mission to enhance financial well-being through meaningful relationships.Job Title: Solutions AdvisorLocation: CountyJob Description:Responsible Growth is the core of how we operate and provide value to our customers, team members, local communities, and investors. As a Solutions Advisor at Bank of...

  • Bank Teller

    1 month ago

    Lexington Park, United States Shore United Bank Full time

    Shore United Bank is seeking a Branch Banking Specialist I (Bank Teller) to join our team. A Branch Banking Specialist I is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including...

  • Bank Teller

    3 weeks ago

    Lexington Park, United States Shore United Bank Full time

    Shore United Bank is seeking a Branch Banking Specialist I (Bank Teller) to join our team. A Branch Banking Specialist I is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including...

  • Wealth Management Advisor

    4 weeks ago

    Park City, United States US Bank Full time

    Job DescriptionAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank...

  • Private Client Advisor II

    3 weeks ago

    Florham Park, United States Bank of America Full time

    Description : This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the...

  • J.P. Morgan Wealth Management

    4 weeks ago

    New Hyde Park, United States JPMorgan Chase & Co Full time

    Job DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...

  • Relationship Banker

    3 weeks ago

    Menlo Park, United States Comerica Bank Full time

    Job Description Relationship Banker What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial...

  • Relationship Banker

    1 month ago

    Menlo Park, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    1 week ago

    Menlo Park, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    5 days ago

    Menlo Park, California, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...