Private Banker Associate

Citizens Financial Group • Greenwich, CT

10d • Onsite

About The Position

Citizens Private Bank is expanding its presence in Greenwich, Connecticut, with a new office planned to open in Q1. The Private Banker Associate supports the Private Banking team and Relationship Managers in developing client relationships, transitioning clients to Citizens, and maintaining existing relationships through the bank’s deposit products and services. The role provides personalized service to high-net-worth individuals, families, and businesses, identifies opportunities to expand business with existing clients, and supports Private Bankers with account documentation, client follow-up, compliance logs, and administrative duties. The position is based in the office during Private Bank office hours and requires travel as needed.

Requirements

• At least 3 years of experience in a professional services role.
• Excellent verbal and written communication skills, including by phone and in person.
• Strong time management and organizational skills, with the ability to multitask.
• Collaborative team-player approach and discretion when handling sensitive information.
• Ability to review and analyze data reports and client-facing documentation.
• Computer proficiency.
• Ability to travel as the position requires.

Nice To Haves

• Private banking experience.
• Knowledge of banking operations and servicing.

Responsibilities

• Provide ongoing exceptional service for clients’ day-to-day needs by email, phone, or in person.
• Support the Private Banking team and provide backup in Private Bankers’ absence.
• Obtain and organize required documentation for account openings and ongoing maintenance.
• Partner with Private Bankers to maintain client relationships and open new accounts.
• Participate in business development calls with Business Bankers, Relationship Managers, and/or Private Bankers.
• Develop knowledge of bank products, especially deposit products, with some focus on Trust, Wealth Management, and Loan products.
• Stay current on new bank product offerings and services.
• Maintain marketing materials and brochure supplies for Private Bankers.
• Comply with applicable federal and state laws, regulations, guidance, and bank policies and procedures, including anti-money laundering requirements.
• Identify and report suspicious activity to the Anti-Money Laundering Officer.
• Stay current on fraud tactics, watch for red flags, and escalate concerns to fraud partners.

Benefits

• Competitive pay
• Medical coverage
• Dental coverage
• 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 U.S. jurisdiction
• Opportunity to earn an annualized discretionary award

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed