High-Net-Worth Relationship Banker

2 weeks ago

Fairhaven, Massachusetts, United States Citizens Full time
Job Overview
Citizens is a customer-centric bank that prioritizes helping its clients and giving back to local communities. As a High-Net-Worth Relationship Banker, you will play a crucial role in deepening relationships with affluent and high-net-worth clients by collaborating with peers across banking, lending, and investing.

About the Role
This position offers a unique opportunity to engage directly with high-net-worth clients, providing tailored advice and personalized experiences to help them achieve their financial goals. You will work closely with Certified Financial Planners and Financial Advisors to create and analyze client financial plans and strategize on how to present Citizens' solutions across banking, lending, and investments.

Main Responsibilities
Key responsibilities of this role include:
  • Acquiring new qualified relationships through leads and developing internal and external referral sources to introduce to the Private Client value proposition.
  • Performing regular proactive outreach to manage, deepen, and retain relationships, creating remarkable experiences for clients.
  • Conducting thorough discovery to understand family dynamics, goals, and objectives, and becoming the client's trusted relationship manager.
  • Engaging with Certified Financial Planners and Financial Advisors to create and analyze client financial plans and strategize on how to present Citizens' solutions.
  • Introducing appropriate opportunities to segment partners based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
  • Providing regular value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.

Required Skills and Qualifications
To succeed in this role, you should possess the following skills and qualifications:
  • Bachelor's degree (preferred) or 3-5 years relevant equivalent experience.
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • At least two licenses required; additional licenses can be obtained within a defined period upon hire.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Experience in cultivating relationships and generating revenue.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.

Salary Information
The estimated salary for this role is between $80,000 and $120,000 per year, depending on experience and performance.

  • Education Specialist

    2 weeks ago

    Fairhaven, Massachusetts, United States KinderCare Education Full time

    Make a Lasting Impact on Young MindsKinderCare Learning Companies is dedicated to providing high-quality education and child care services across the United States. We're seeking a talented Education Specialist - Early Childhood Development to join our team in Fairhaven, Massachusetts.About the Role:This is a full-time position that involves implementing...

  • Logistics Coordination Specialist

    3 weeks ago

    Fairhaven, Massachusetts, United States BRAHMIN LEATHER WORKS LLC Full time

    Job Title: Logistics Coordination SpecialistWe are seeking a highly organized and detail-oriented Logistics Coordination Specialist to join our team at Brahmin Leather Works LLC in Fairhaven, MA. As a key member of our Factory Operations team, you will be responsible for ensuring the efficient and timely shipment of high-quality leather goods.About the...

  • Critical Care Dialysis Nurse Specialist

    3 weeks ago

    Fairhaven, Massachusetts, United States Fresenius Medical Care Full time

    Fresenius Medical Care is a leader in renal care, with 70,000+ dedicated employees and 200,000+ patients across North America. We are committed to providing exceptional patient care and creating a positive work environment.About the Role: As a Critical Care Dialysis Nurse Specialist at Fresenius Medical Care, you will play a crucial role in delivering...

  • Acute Inpatient Dialysis Nurse

    2 weeks ago

    Fairhaven, Massachusetts, United States Fresenius Medical Care Full time

    Job Summary:We are seeking a highly skilled and dedicated Acute Inpatient Registered Nurse to join our team at Fresenius Medical Care. This is an exciting opportunity to work in a dynamic and patient-centered environment, providing high-quality care to individuals with kidney disease.About Fresenius Medical Care:Fresenius Medical Care is the largest provider...

  • Private Client Relationship Manager

    2 weeks ago

    Fairhaven, United States Citizens Full time

    Job DescriptionDescriptionPrivate Client Relationship Manager - Dartmouth, MA Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across...

  • Private Client Relationship Manager

    2 weeks ago

    Fairhaven, United States Citizens Full time

    Job DescriptionDescriptionPrivate Client Relationship Manager - Dartmouth, MA Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across...

  • Manager-Population Health Care Management

    4 months ago

    Fairhaven, United States Southcoast Health System Full time

    Overview: Community Focused. Care Driven. Join Southcoast Health, where your future is as promising as the care we provide. Our commitment to each other, our patients, and our community is more than a mission - its our way of life, and youll be at the heart of it. Southcoast Health is a not-for-profit, charitable, health system with multiple hospitals,...

  • Teacher - Before and After School

    4 weeks ago

    Fairhaven, United States KinderCare Education Full time

    Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. We pave the way for their lifelong learning journey...

  • Teacher - Before and After School

    3 weeks ago

    Fairhaven, United States KinderCare Education Full time

    Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. We pave the way for their lifelong learning journey...

  • Coo

    3 weeks ago

    Fairhaven, United States Compass Group Full time

    Chartwells K12 We are hiring immediately for a full time and part time COOK position.Location: Fairhaven Public Schools - 12 Huttleston Avenue, Fairhaven, MA 02719. Note: online applications accepted only.Schedule: Full time and part time schedule. 7:00 am to 1:15 pm, days may vary. More details upon interview.Requirement: Previous food service experience...

  • COOK (FULL TIME AND PART TIME)

    6 days ago

    Fairhaven, United States Chartwells K12 Full time

    Job DescriptionJob Description Chartwells K12 We are hiring immediately for a full time and part time COOK position.Location: Fairhaven Public Schools - 12 Huttleston Avenue, Fairhaven, MA 02719. Note: online applications accepted only.Schedule: Full time and part time schedule. 7:00 am to 1:15 pm, days may vary. More details upon interview.Requirement:...

  • Customer Service Representative Fueler Washer

    5 days ago

    Fairhaven, United States Penske Truck Leasing Full time

    Location: 1242 Shawmut Ave. New Bedford, MA, 02746 What’s the Job? Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you’ll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske—the...

  • Teacher - Before and After School

    3 weeks ago

    Fairhaven, United States KinderCare Education Full time

    Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. We pave the way for their lifelong learning journey...

  • Teacher - Before and After School

    3 weeks ago

    Fairhaven, Massachusetts, 02719, Bristol County, MA, United States KinderCare Education Full time

    Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized with the Gallup Exceptional Workplace Award, we offer a variety of early education and child care options for families. We pave the way for their lifelong learning journey...