Private Bank Office Manager

Citizens • Greenwich, CT

14h • $150,000 - $180,000 • Onsite

About The Position

Citizens Private Bank is opening a new office in Greenwich, Connecticut, in Q1 to serve high-net-worth individuals, families, and businesses with personalized banking and wealth management. The Private Bank Office Branch Manager drives branch performance, client experience, and colleague development through collaborative leadership and sound operational practices. The manager establishes and maintains a client-centric culture and serves as the primary mentor and manager for branch colleagues, while contributing directly to team and individual sales goals by providing value-driven products, services, and solutions tailored to customer needs.

The role prioritizes performance development, continuous learning, and coaching colleagues in relationship development so they can meet personal and branch goals. The manager communicates business priorities clearly, is responsible for branch profit and loss, and uses financial and business-driver knowledge to guide decisions and direct colleague and sales activities toward branch targets. As a brand ambassador, the manager represents the branch in the field and community, supporting the development of new customer relationships and strengthening existing ones. The position reports to the Private Bank National Office, East Coast Regional Lead.

Requirements

• At least 7 years of experience in banking or financial services sales and service, working closely with high-net-worth and private bank clients.
• Bachelor’s degree in Business or Finance, or commensurate experience.
• Demonstrated success in deposit and new account growth in the sector.
• Excellent leadership and bank operations experience.
• Ability to understand financials and key business drivers and use them to guide sound decisions.
• Ability to clearly communicate business priorities and support colleagues in executing them.

Nice To Haves

• Local relationships and community contacts, preferably with an existing pipeline of prospects or business.

Responsibilities

• Lead, coach, and develop the Private Banking team to drive sales excellence, deliver high-quality customer service, and maintain operational integrity in a high-volume branch environment.
• Build and promote branch identity, ownership, and accountability for improving customer service and branch success.
• Manage objectives for sales goals, deadlines, and branch goals in a profit-and-loss environment.
• Drive an exceptional customer experience, validated through customer satisfaction surveys.
• Maintain strong partnerships with community and civic organizations.
• Ensure customer satisfaction with every interaction and address client objections until a reasonable resolution is reached.
• Develop collaborative relationships with partners to help grow business deposits.
• Conduct weekly one-on-one meetings, employee performance reviews, and ad hoc discussions to support performance and development.
• Manage branch profit and loss and use knowledge of financials and key business drivers to guide decisions.
• Lead colleague and sales activities to meet and exceed P&L targets.
• Represent the brand in the field and community, helping colleagues cultivate new customer relationships and deepen existing relationships.
• Build a diverse talent pipeline and implement coaching plans that support colleague development and future business needs.

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 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: Manager