Digital Banking Advisor

5 days ago


San Francisco, California, United States Citizens Full time
Job Title: Digital Banking Advisor

As a Digital Banking Advisor at Citizens, you will play a crucial role in building and strengthening client relationships with digital banking expertise. You will work closely with Preferred Bankers and Relationship Managers to prospect, build, and maintain client relationships.

Key Responsibilities:
  • 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 banks digital services.
  • Leverage bank partners for complicated treasury services as needed.
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.
Benefits:
  • Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.


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