Private Bank Office Lead

Citizens • Greenwich, CT

14h • $60 - $72

About The Position

Citizens Private Bank is expanding into Greenwich, Connecticut, with a new office planned to open in Q1. The Private Bank Office Lead oversees daily activities at a designated branch, drives branch initiatives, helps ensure colleagues follow policies and procedures, mitigates risk, and supports regulatory compliance and audit readiness. The role combines individual contribution with coaching and leadership to achieve team and individual sales goals by providing differentiated products and services that address customers’ financial needs.

The Lead supervises Private Bank Office operations when the Private Bank Office Manager is absent and assists with colleague coaching, management, and training. Working with the Manager, the Lead helps develop colleagues and build a diverse talent pipeline so capabilities align with future business needs. The Lead communicates business priorities clearly and serves as a visible brand representative in the field and community, helping colleagues develop new customer relationships and deepen existing ones.

Requirements

• 7+ years of experience in Private Bank retail operations and working with Relationship Managers for client service.
• Thorough knowledge of banking operations.
• Extraordinary client service and communication skills.
• Strong organizational skills, including the ability to manage multiple responsibilities, prioritize, and delegate while delivering results.
• Strong interpersonal skills, including the ability to build a customer base by approaching customers and establishing dialogue.
• Acute social awareness and perceptiveness.
• Bachelor’s degree or commensurate experience.
• Existing knowledge and relationships in the local market to support business development.

Nice To Haves

• History of working with high-net-worth clientele.

Responsibilities

• Take ownership of the business and make customer-focused decisions when needed.
• Manage daily operational activities and delegate required actions.
• Establish and maintain operational standards that support excellence, regulatory compliance, and satisfactory audits.
• Ensure customers are satisfied with every interaction and address client objections through reasonable resolution.
• Prioritize and manage multiple responsibilities, delegate, and deliver results.
• Build the customer base by approaching customers and establishing dialogue.
• Maintain an active role through partnerships with community and civic organizations.
• Supervise Private Bank Office operations in the absence of the Private Bank Office Manager.
• Assist with colleague coaching, management, and training, and help ensure consistent business processes and customer experiences.
• Assist the Manager in building a diverse talent pipeline and developing colleagues.
• Communicate business priorities so colleagues understand and can execute them.
• Represent the brand in the field and community and help colleagues cultivate and deepen customer relationships.
• Contribute as both a player and coach toward individual and team sales goals.

Benefits

• Competitive pay and opportunity to earn additional incentives.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior