Private Bank Office Lead

Citizens Financial Group; Greenwich (CT); On-site; USD 83,000 - 99,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Retirement benefits

Paid leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Private Bank seeks a Private Bank Office Lead in Greenwich, CT to oversee branch operations, drive client experience, and lead a team focused on serving high-net-worth individuals and families.

You will coach colleagues, ensure adherence to policy and procedures, and collaborate with partners to achieve client financial goals while representing the Citizens brand in the field and community.

Qualifications

• 7+ years of experience in Private Bank retail operations and working with Relationship Managers for client service.
• History of working with high net-worth clientele preferred.
• Strong knowledge of banking operations and exceptional client service and communication skills.
• Acute social awareness and perceptiveness.

Responsibilities

• Take ownership of the business and make customer-focused decisions.
• Oversee daily operational activities and delegate actions.
• Maintain an operational standard ensuring regulatory compliance and audit readiness.
• Ensure customers are highly satisfied and resolve objections.
• Build and maintain relationships with clients and the community.

Skills

Relationship building

Leadership

Client service

Banking operations

Regulatory compliance

Communication

Team coaching

Education

Bachelor’s degree or commensurate experience

Job description

Description

Citizens Private Bank is growing, and Greenwich represents an exciting next chapter in our expansion. As we prepare to open our new Greenwich, Connecticut Private Bank office in Q1, we’re seeking accomplished professionals to join a team focused on serving high-net-worth individuals, families, and businesses with a highly personalized approach to banking and wealth management. If you have a track record of building trusted relationships, delivering a white-glove client experience, and earning long-term client loyalty, this is an opportunity to help shape our presence in one of our key growth markets.

As a Private Bank Office Lead, you will oversee daily activities in designated branch location. This includes driving branch initiatives, mitigating risk by ensuring all colleagues are following policy and procedures in accordance of regulations and audit readiness, and customer experience through inspirational leadership, highly collaborative partnerships. The PBO Lead fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs, and the ability to drive the team to meet customer financial goals.

The PBO Lead will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and training; ensuring that business processes and exceptional customer experiences are being delivered consistently. The Lead will assist the PBO Manager in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The Lead must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. As an ambassador for our brand, the Lead is a visible representative in the field and community helping office colleagues cultivate new customer relationships and deepen existing ones.

Primary responsibilities include

• Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed
• Take ownership of daily operational activities including delegation of required actions
• Establishing and maintaining an operational standard that ensures operational excellence, meeting all regulatory requirements to ensure a satisfactory audit
• Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
• Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results.
• Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers.
• Maintain an active role through partnerships with community and civic organizations
  

Qualifications, Education, Certifications and/or Other Professional Credentials

• 7+ years of experience in Private Bank retail operations and working with Relationship Managers for client service
• History of working with high net-worth clientele preferred
• A thorough knowledge of banking operations and extraordinary client service and communication skills
• Acute social awareness and perceptiveness
• Bachelors degree or commensurate experience
• Existing knowledge and relationships in the local market to support business development

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Pay Transparency

The salary range for this position is $60.09 - $72.11 per hour plus anopportunity to earnadditional incentives. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.