Private Bank Office Manager (Boston, MA)

Citizens Financial Group•Boston, MA

16h•Onsite

About The Position

As a Private Bank Office Branch Manager in our Back Bay office, you will drive branch performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. The Branch 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 Branch 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 Branch 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 Branch 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 Branch 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 Branch 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 Branch Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.

Requirements

Leadership experience, with proven ability to coach and develop to drive sales excellence.
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

Drive branch performance, client experience, and colleague development.
Create and maintain a strong client-centric culture.
Mentor and manage branch colleagues.
Achieve team and individual sales goals.
Build a diverse talent pipeline and develop colleagues.
Implement coaching plans for colleague development.
Communicate messages to colleagues and translate business priorities.
Manage the branch P&L, understand financials and key business drivers.
Lead, manage, and direct all colleague and sales activities to ensure P&L targets are met and exceeded.
Act as an ambassador for the brand in the field and community.
Cultivate new customer relationships and deepen existing ones.
Ensure the delivery of world-class customer service and operational integrity.
Build and promote branch identity, ownership, and accountability.
Drive an exceptional customer experience.
Maintain strong partnerships with community & civic organizations.
Ensure customers are extremely satisfied with every interaction and handle client objections.
Develop collaborative relationships with various partners to help grow business deposits.
Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions.