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Private Banker Associate San Francisco, California San Francisco, California
2 months ago
Description
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.
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.
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