PB Digital Banking Advisor

Citizens•Beverly Hills, CA

4d•$80,000 - $100,000•Hybrid

About The Position

In your role as a Digital Banking Associate, 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, access Optima, CB Forex and the services contained within these platforms.

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.

Nice To Haves

Banking and/or digital experience preferred.

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.