Private Bank Office Lead

Citizens Financial Group • Greenwich, CT

8d • Onsite

About The Position

Citizens Private Bank is expanding in Greenwich, Connecticut, and is preparing to open a new office in Q1. The Private Bank Office Lead oversees daily activities at a designated branch and helps deliver personalized banking and wealth management services to high-net-worth individuals, families, and businesses. The role combines individual sales and client service with team leadership, operational oversight, and community relationship development.

The Lead supports branch initiatives, promotes regulatory compliance and audit readiness, and helps ensure customers receive a consistently exceptional experience. In a player-coach capacity, the Lead works toward individual and team sales goals by presenting solutions that address customer needs and helping customers achieve their financial goals. The Lead supervises office operations when the Private Bank Office Manager is absent and assists with colleague coaching, management, training, talent development, and translating business priorities into actionable plans.

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, delegate, and deliver results.
• Strong interpersonal skills, including the ability to approach customers, establish dialogue, and build a customer base.
• 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

• Oversee daily activities and operational tasks at the designated branch location, including delegating required actions.
• Drive branch initiatives and take ownership of the business, making customer-focused decisions when needed.
• Ensure colleagues follow policies, procedures, and regulatory requirements, and maintain audit readiness and operational excellence.
• Help ensure customers are satisfied with every interaction and handle client objections through reasonable resolution.
• Work toward individual and team sales goals by delivering product and service value and solutions that address customer needs.
• Supervise Private Bank Office operations in the absence of the Private Bank Office Manager.
• Assist with colleague coaching, management, and training, and support development of a diverse talent pipeline.
• Communicate business priorities clearly so colleagues can understand and execute them.
• Represent the brand in the field and community, cultivating new customer relationships and deepening existing ones.
• Build and maintain partnerships with community and civic organizations.
• Use organizational and interpersonal skills to manage multiple responsibilities, prioritize, delegate, deliver results, and build the customer base.

Benefits

• Competitive pay and opportunity to earn additional incentives.
• Comprehensive medical coverage.
• Dental coverage.
• Vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.

What This Job Offers

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