Job Information
Citizens Sr Private Banker in San Francisco, California
Description
As the Sr Private Banker, you will use your expertise in bank products and procedures to ensure success across the team. You will perform Private Banker responsibilities with a focus on any key client relationships. You’ll build strong partnerships with Business Bankers/Relationship Managers and help develop client strategies to win business. You will work effectively across the organization and provide input and help implement new bank-wide initiatives.
Primary responsibilities include
Assist Business Bankers/Relationship Managers with business development and set a standard for excellent customer service and satisfaction.
Provide hands on coaching to bankers and associates.
Partner with Business Bankers/Relationship Managers to identify and develop strategies for client industries and to make the team successful.
Leverage data and reporting to track the success of the team and make changes where necessary.
Work with all areas of Citizens to provide input for the design and implementation of new products, services and policies and procedures.
Work with other team members, including Relationship Managers, loan processors and client liaisons, to provide a more efficient sales and workflow environment.
Adhere to 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.
Required Qualifications:
A bachelor’s degree
Five+ years of experience in a professional financial services role working with private bank clients
Preferred Skills/Experience:
A commitment to be a collaborative team player
Knowledge of banking operations
Excellent verbal and written communication skills
Strong time management and organizational skills, with the ability to multitask
Hours & Work Schedule:
Hours per Week: 40
Work Schedule: Monday through Friday
- Pay Transparency
The salary range for this position is $100,000 - $150,000 per year plus an opportunity to earn additional incentive earnings. 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 https://jobs.citizensbank.com/benefits .
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.
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
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.
07/15/2024