Private Bank Office Lead (Boston, MA)

Citizens•Boston, MA

1d•$48 - $67•Onsite

About The Position

As a Private Bank Office Lead, in our Back bay office, you will assist with overseeing daily activities in your designated branch location. This includes driving branch initiatives, mitigating risk by ensuring all colleagues are following policy and procedures in accordance of regulations and audit readiness, and customer experience through inspirational leadership, highly collaborative partnerships. The PBO Lead 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, and the ability to drive the team to meet customer financial goals. The PBO Lead will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and training; ensuring that business processes and exceptional customer experiences are being delivered consistently. The Lead will assist the PBO Manager in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The Lead must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. As an ambassador for our brand, the Lead is a visible representative in the field and community helping office colleagues cultivate new customer relationships and deepen existing ones.

Requirements

4+ years in private bank office or high net worth banking role ensuring the delivery of world class customer service, and operational integrity in a high-volume branch environment.
Successful record of meeting/exceeding team and individual sales goals, deadlines and branch goals in a profit and loss environment
Maintain strong partnerships with community & civic organizations.

Responsibilities

Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed
Take ownership of daily operational activities including delegation of required actions
Establishing and maintaining an operational standard that ensures operational excellence, meeting all regulatory requirements to ensure a satisfactory audit
Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results.
Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers.
Maintain an active role through partnerships with community and civic organizations