Private Banker Associate
About The Position
Citizens Private Bank is expanding in Greenwich, Connecticut, and is preparing to open a new office 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 Citizens deposit products and services. The role helps identify opportunities for additional business and supports Private Bankers with documentation, client follow-up, compliance logs, and administrative duties. It provides personalized service to high-net-worth individuals, families, and businesses, solving problems and strengthening client relationships. The position is an in-office role during the Private Bank office’s hours of operation, scheduled Monday through Friday for 40 hours per week, with eligibility for overtime as needed. Travel may be required as the position requires. The stated compensation is $39.90–$49.03 per hour, plus an opportunity to earn an annualized discretionary award.
Requirements
- At least 3 years of experience in a professional services role; private banking experience is preferred.
- 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 ability to handle sensitive information with utmost discretion.
- 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 client service for day-to-day needs by email, phone, or in person.
- Support the Private Banking team and provide backup support when Private Bankers are absent.
- Obtain and organize required documentation for account openings and ongoing maintenance processes.
- 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, particularly deposit products, with some focus on Trust, Wealth Management, and Loan products.
- Stay current on new bank product offerings and services.
- Maintain marketing 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 such as the Bank Secrecy Act and US PATRIOT Act.
- 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 when needed.
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity and paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
- Opportunity to earn an annualized discretionary award
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
