Private Bank Branch Manager: Lead Client Experience

Citizens Bank; Greenwich (CT); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Private Bank in Greenwich, CT is expanding with a new Greenwich Private Bank office opening in Q1. We seek seasoned professionals to deliver a highly personalized banking and wealth management experience to high-net-worth individuals, families, and businesses.

As Private Bank Office Branch Manager, you will lead sales, client experience, and colleague development, fostering a client-centric culture while managing branch P&L.

Qualifications

• 7+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required
• Bachelor's degree in Business/Finance or commensurate experience required
• Demonstrated success in deposit and new account growth in this sector required
• Local relations and community contacts preferred with existing pipeline of prospects/business
• Excellent leadership and bank operations experience required

Responsibilities

• Lead, coach and develop Private Banking team to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment.
• Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success
• Manage objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
• Drive an exceptional customer experience validated through customer satisfaction surveys.
• Maintain strong partnerships with community & civic organizations.
• Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
• Develop collaborative relationships with various partners to help grow business deposits
• Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development

Skills

Leadership

Relationship management

Sales / business development

Customer service excellence

Education

Bachelor's degree in Business/Finance

Tools

CRM systems

Job description

Citizens Private Bank in Greenwich, CT is expanding with a new Greenwich Private Bank office opening in Q1. We seek seasoned professionals to deliver a highly personalized banking and wealth management experience to high-net-worth individuals, families, and businesses.

As Private Bank Office Branch Manager, you will lead sales, client experience, and colleague development, fostering a client-centric culture while managing branch P&L.