Elite Private Client Relationship Manager

Citizens Bank; Stow (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off exceeds policy

Job summary

Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long‑term financial planning, and partner with Wealth Advisors to grow the Book of Business. You will onboard new clients, grow deposits and investments, and coordinate across Retail, Mortgage and Wealth teams, using Salesforce CRM to track activity.

Required: Bachelor’s degree (preferred), 3–5 years in banking or wealth management, licenses SIE, Series 6/7 and 63/66, plus excellent

Qualifications

• Bachelor’s degree preferred.
• 3–5 years of banking, wealth management or equivalent experience.
• Experience with affluent and high-net-worth clients.
• SIE, Series 6 (or 7) and Series 63 (or 66) licenses required at hire.
• Strong client-centric, initiative-taking sales experience.
• Relationship-building with clients and internal partners.
• Regulatory knowledge to ensure a sound control environment.
• Excellent written and verbal communication skills.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business via outbound calls and in-branch or partner introductions.
• Grow deposits, investments, and lending balances through discovery and personalized financial planning.
• Deepen and retain client relationships with proactive outbound engagements and life-event insights.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to help clients reach goals.
• Coordinate with Retail, Business Banking, Mortgage and Wealth teams for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship management

Sales experience

Excellent communication

Regulatory knowledge

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long‑term financial planning, and partner with Wealth Advisors to grow the Book of Business. You will onboard new clients, grow deposits and investments, and coordinate across Retail, Mortgage and Wealth teams, using Salesforce CRM to track activity.

Required: Bachelor’s degree (preferred), 3–5 years in banking or wealth management, licenses SIE, Series 6/7 and 63/66, plus excellent