Manager, Private Bank Office - West Palm Beach

Citizens Financial Group • West Palm Beach, FL

3d • Onsite

About The Position

Citizens Private Bank continues expansion in Florida with the West Palm Beach office in 2026. We are now hiring for the Manager of this Private Bank Office location. This Manager will be a leader in the community with strong business development expertise in business and personal banking for High Net Worth and Private Bank clients. As a Private Bank Office (PBO) Manager you will drive PBO performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. The PBO Manager is directly responsible for creating and maintaining a strong client-centric culture and is the primary mentor and manager to branch colleagues. The role fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs. The PBO Manager plays a critical role in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The PBO Manager will put performance development as priority, emphasizing the importance of continuous learning and implementing coaching plans to assist colleagues in relationship development that ultimately leads to achieving personal/branch goals. The PBO Manager must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. The PBO Manager is also responsible for the branch P&L and, therefore, must understand financials and key business drivers and use that understanding to guide sound decision-making. In addition, the PBO Manager leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded. As an ambassador for our brand, the PBO Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.

Requirements

• 4 years sales management experience in Retail or Branch Banking environment
• Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
• 5+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required
• Bachelors degree in Business/Finance or commensurate experience required
• Demonstrated success in deposit and new account growth in this sector required

Nice To Haves

• Local relations and community contacts preferred with existing pipeline of prospects/business

Responsibilities

• Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment.
• Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success
• Drive an exceptional customer experience validated through customer satisfaction surveys.
• Maintain strong partnerships with community & civic organizations.
• Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
• Develop collaborative relationships with various partners to help grow business deposits
• Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees