Digital Banking Advisor

4 weeks ago

Menlo Park, California, United States Citizens Financial Group, Inc. Full time
Job Description

In your role as a Digital Banking Advisor with Citizens Private Bank, 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.

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 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.
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.

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

About Us

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.

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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