Private Bank Office Manager

Citizens Financial Group • Greenwich, CT

7d • Onsite

About The Position

Citizens Private Bank is opening a new Greenwich, Connecticut office in Q1 to serve high-net-worth individuals, families, and businesses. The Private Bank Branch Manager drives branch performance, client experience, and colleague development through leadership, collaboration, and sound operational practices. The role creates and maintains a client-centric culture and serves as the primary mentor and manager for branch colleagues. It combines individual contribution with coaching to achieve team and individual sales goals by providing solutions that address client needs.

The manager develops colleagues and a diverse talent pipeline through ongoing performance development, continuous learning, and coaching plans. The role translates business priorities into clear direction colleagues can execute, manages branch profit and loss, and uses financial knowledge to support sound decisions. The manager leads colleague and sales activities to meet or exceed P&L targets and represents the brand in the community, helping the team build and deepen customer relationships. This position reports to the Private Bank National Office, East Coast Regional Lead.

Requirements

• At least 7 years of banking or financial services sales and service experience 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 this sector.
• Excellent leadership and bank operations experience.

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 world-class customer service, and maintain operational integrity in a high-volume branch environment.
• Build and promote branch identity and foster ownership and accountability for 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 customers are satisfied with every interaction and handle 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 P&L and use understanding of financials and business drivers to guide decisions and meet or exceed targets.
• Represent the brand in the field and community, helping colleagues cultivate new customer relationships and deepen existing ones.
• Communicate business priorities clearly and implement coaching plans that support colleagues’ relationship development and achievement of individual and branch goals.

Benefits

• Competitive pay and opportunity to earn additional incentives.
• 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 policies in every local and state jurisdiction in the United States.

What This Job Offers

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