Private Banker, PBO
About The Position
Citizens Private Bank is expanding in Greenwich, Connecticut, and is preparing to open a new office there in Q1. The Private Banker will serve high-net-worth and ultra-high-net-worth individuals, families, and businesses, helping deliver a highly personalized, white-glove banking and wealth-management experience. The role combines service, support, and sales, with a focus on deposits and cash management and on supporting Business Bankers and Relationship Managers. The banker will develop and maintain client relationships by selling and servicing personalized products and services and referring clients to business partners when appropriate. The position includes sales presentations, account opening, documentation, compliance, and helping clients transition seamlessly to the bank. The banker is expected to build trust, solve problems, and maintain a professional relationship with clients while contributing to the office’s growth. This is an in-office position, Monday through Friday, for 40 hours per week during Private Bank office hours. The salary range is $48.07–$55.21 per hour, with an opportunity to earn additional incentives. Actual pay depends on factors including budget, work location, and relevant skills and experience. Citizens offers medical, dental, and vision coverage, retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, wellness programs, and paid time off.
Requirements
- At least three years of experience in Private Banking or Private Client serving sophisticated clients, building relationships, and supporting deposit growth.
Nice To Haves
- Experience working with high-net-worth clientele is preferred.
- Banker qualifications may vary based on competency level, years of experience, and existing client relationships that support deposit growth.
Responsibilities
- Contribute to the office’s success by delivering a white-glove experience and growing deposits.
- Serve as a deposit and cash-management expert and cross-sell where appropriate.
- Help sell the bank to new prospects.
- Maintain and deepen client relationships as a trusted advisor, in partnership with Relationship Managers, Business Bankers, and Private Bankers.
- Refer clients to business partners when appropriate.
- Provide ongoing customer service, with particular attention to the top 10% of Business Bankers’ and Relationship Managers’ client bases.
- 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 services to support expedited delivery.
- Assist clients with deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
- Fulfill other client 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
- Medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity leave
- Paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off exceeding mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction
- Opportunity to earn additional incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
