Private Banker Associate
About The Position
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a white glove experience to clients that results in long-term client loyalty. As a Private Banker Associate, you will have the opportunity to assist the Private Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank's deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Private Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.
Requirements
- Bachelors degree preferred
- 3+ years experience in Financial Services with customer facing responsibilities
- Demonstrated ability to provide white glove service and a commitment to operational excellence
Responsibilities
- Provide ongoing exceptional client service for clients' day-to-day needs via email, phone or in person.
- Support the Private Banking team and provide backup support in the Preferred Bankers' absence.
- Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
- Partner with Private Banker to maintain client relationships and open new accounts.
- Participate in business development calls with Business Bankers/Relationship Managers and/or Private Bankers.
- Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
- Keep up-to-date with new Bank product offerings and services.
- Maintain the marketing and brochure supply for Private Bankers.
- Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.
- Identify and report suspicious activity to the Anti-Money Laundering Officer.
- Stay up to date on fraud tactics, watch for red flags, and escalate to our fraud partners when needed.
Benefits
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Management of Companies and Enterprises
Number of Employees
5,001-10,000 employees
