Private Banker, PBO

About the position

Citizens Private Bank is opening a Private Bank Office in Menlo Park, CA, as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented Private Bank Office team members, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. Join our culture of client-centricity and collaboration as you deliver the best the bank has to offer. If you are interested in being part of the team to launch this new location, apply to this requisition and the recruiting team will be in touch to explore which of the roles best matches your career objectives, experience and qualifications.

Responsibilities

• Drives office performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices.
• Creates and maintains a strong client-centric culture and is the primary mentor and manager to branch colleagues.
• 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.
• Communicates messages to colleagues and translates business priorities in a way that colleagues embrace and are able to execute.
• Responsible for the branch P&L and must understand financials and key business drivers to guide sound decision-making.
• Leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded.
• Acts as an ambassador for the brand, representing the bank in the field and community to help 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 Private Banking office/branch environment.
• Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment.
• Maintain strong partnerships with community & civic organizations.

Nice-to-haves

• Experience in high net worth banking roles.
• History of working with high net-worth clientele preferred.

Benefits

• Competitive pay
• Comprehensive medical, dental and vision coverage
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeds mandatory requirements.