Sr Private Banker, PBO
About The Position
Citizens Private Bank is expanding into Greenwich, Connecticut, where it is preparing to open a new office in Q1. The Senior Private Banker serves high-net-worth individuals, families, and businesses, delivering personalized banking and wealth management service. The role combines service, support, and sales, with responsibility for deposit expertise and close partnership with Business Bankers and Relationship Managers. The banker develops and maintains client relationships by selling and servicing banking products, referring opportunities to business partners, and delivering a white-glove experience during client onboarding and ongoing service. The position includes sales presentations, cash management, account opening, compliance, and documentation. The banker uses customer service skills and problem-solving ability to strengthen banking relationships. This is an in-office position during Private Bank Office operating hours. The schedule is Monday through Friday, 40 hours per week. The position requires travel as needed.
Requirements
- At least three years of experience in private banking.
- Bachelor’s degree.
- Thorough knowledge of banking operations.
- Ability to review and analyze data reports and client-facing documentation.
- Computer proficiency.
- Strong problem-solving and critical-thinking skills.
- Effective communication by telephone and in person.
- Ability to travel as the position requires.
- Acute social awareness and perceptiveness.
Nice To Haves
- A history of working with high-net-worth clientele.
- An existing client portfolio.
Responsibilities
- Contribute to office success by delivering a white-glove client experience and growing deposits.
- Serve as a deposit and cash management expert and cross-sell when appropriate.
- Help sell the bank to prospective clients.
- Maintain and deepen client relationships 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 base.
- Develop thorough knowledge of bank products and stay current on new products and services.
- Obtain documentation for onboarding, services, changes, and exceptions.
- Open accounts and arrange services to expedite delivery.
- Assist clients with deposits, withdrawals, internal transfers, certificate-of-deposit renewals, and wire transfers.
- Fulfill client needs such as fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
- Verify client identities in accordance with Citizens Private Bank 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 that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
