Sr Private Banker, PBO

Citizens Bank

About The Position

As a Senior Banker for the Private Bank Office, you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects. In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managers’ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank. You’ll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

Requirements

A minimum of five years of experience in private banking or history of working with high net-worth clientele required
An existing client portfolio in the West Palm Beach area required
A thorough knowledge of banking operations
Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
Must have strong problem solving and critical thinking skills.
Must be able to communicate effectively via telephone and in person.
Must be able to travel as position requires.
Bachelor's degree or commensurate experience required

Responsibilities

Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
Being the deposit and cash management experts (and cross-selling where needed)
Helping to “sell the bank” with net new prospects
Maintain and deepen client relationships
Relationship management (in partnership with the RMs, BBs, and PBs)
Refer clients to business partners where needed
Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business Bankers’/Relationship Managers’ client base.
Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
Obtaining documentation for initial onboarding, services, changes, and any exceptions
Opening accounts and other services to ensure expedited delivery
Assist clients with transactions, including but not limited to, deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
Fulfill additional 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 policies and procedures.
Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.