Sr Private Banker, PBO

Citizens Financial Group • Greenwich, CT

12d • Onsite

About The Position

Citizens Private Bank is expanding into Greenwich, Connecticut, with a new office planned for Q1. The Senior Private Banker will help build the office’s presence while serving high-net-worth individuals, families, and businesses with personalized banking and wealth-management support. The role combines service, support, and sales, and serves as the deposit expert and key service partner for Business Bankers and Relationship Managers. The banker develops and maintains client relationships by selling and servicing banking products and services, referring opportunities to business partners, and delivering a white-glove client experience. Responsibilities span sales presentations, cash management, account opening, compliance, documentation, and client transitions. The position is based in the office during Private Bank office hours, Monday through Friday, for 40 hours per week, and may require travel. Compensation is $55.28–$67.30 per hour, with an opportunity to earn additional incentives.

Requirements

• At least three years of experience in private banking.
• Bachelor’s degree.
• Ability to review and analyze data reports and client-facing documentation.
• Computer proficiency.
• Strong problem-solving and critical-thinking skills.
• Effective communication skills by telephone and in person.
• Ability to travel as the position requires.
• Thorough knowledge of banking operations.
• Acute social awareness and perceptiveness.

Nice To Haves

• History of working with high-net-worth clientele.
• Existing client portfolio.

Responsibilities

• Contribute to the success of the office by delivering a white-glove experience and growing deposits.
• Serve as the deposit and cash-management expert and cross-sell products and services where appropriate.
• Help sell the bank to new prospects.
• Maintain and deepen client relationships in partnership with Relationship Managers, Business Bankers, and Private Bankers.
• Refer clients to business partners when appropriate.
• Provide ongoing client service, with particular attention to the top 10% of Business Bankers’ and Relationship Managers’ client bases.
• Maintain 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, wire transfers, fee reversals, statement requests, 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.
• Comprehensive medical, dental, and 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 policies in every U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior