Private Banker, PBO

Citizens • Greenwich, CT

15h • $48 - $55 • Onsite

About The Position

Citizens Private Bank is expanding in Greenwich, Connecticut, and is seeking a Private Banker to help serve high-net-worth individuals, families, and businesses from its new Private Bank office. The role delivers a personalized, white-glove experience to ultra-high-net-worth clients and prospects, supporting service, sales, and relationship growth. The Private Banker is the deposit and cash management expert and a key service partner to Business Bankers and Relationship Managers, developing and maintaining client relationships through personalized banking products and services and referrals to business partners.

The position includes sales presentations, cash management support, account opening, compliance and documentation, and ensuring a seamless, high-touch client transition to the bank. The Private Banker builds trusted client relationships, solves problems, supports transactions and service requests, and helps grow deposits. The role is in-office during Private Bank office hours, Monday through Friday, for 40 hours per week.

Requirements

• At least three years of experience in Private Banking or Private Client serving sophisticated clients, building relationships, and supporting deposit growth.
• Strong customer service skills and ingenuity in solving problems and enhancing banking relationships.
• Banker qualifications are differentiated by competency level, years of experience, and existing client relationships that support deposit growth.

Nice To Haves

• Experience working with high-net-worth clientele.

Responsibilities

• Contribute to office success by delivering a white-glove client experience and growing deposits.
• Serve as the deposit and cash management expert, cross-selling when appropriate.
• Help sell the bank to new prospects.
• Maintain and deepen client relationships as a trusted advisor.
• Manage relationships in partnership with Relationship Managers, Business Bankers, and Private Bankers.
• Refer clients to business partners when appropriate.
• Provide excellent ongoing customer service, with particular attention to the top 10% of Business Bankers’ and Relationship Managers’ client base.
• Develop thorough knowledge of existing bank products and stay current on new products and services.
• Obtain documentation for onboarding, services, changes, and exceptions.
• Open accounts and arrange other services to support expedited delivery.
• Assist clients with deposits, withdrawals, internal transfers, CD renewals, wire transfers, and other transactions.
• Fulfill client service needs, including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
• Verify client identities in accordance with Citizens Private Bank compliance and regulatory policies and procedures.
• Comply with applicable federal and state laws, regulations, guidance, and bank policies, including anti-money-laundering requirements such as the Bank Secrecy Act and US PATRIOT Act.

Benefits

• Competitive pay and opportunity to earn additional incentives.
• Medical coverage.
• Dental coverage.
• Vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.

What This Job Offers

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