Private Banker Associate

Citizens; Boston (MA); On-site; USD 54,000 - 68,000; Full time

Job summary

Citizens Private Bank in Boston seeks a Private Banker Associate to help the Private Banking team develop client relationships and transition new clients while maintaining existing relationships through Citizens deposit products and services. You will assist with documentation, onboarding, compliance logs and administrative duties, and provide backup support to Private Bankers.

Expect daily client contact by phone, email or in person and opportunities for business development within the Private

Qualifications

• One to two years of experience in a professional services role.
• Excellent verbal and written communication skills.
• Strong time management and organizational skills, with the ability to multitask.
• A commitment to be a collaborative team player.
• Knowledge of banking operations (Private).
• Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to travel as position requires.

Responsibilities

• Provide ongoing exceptional client service for clients’ day-to-day needs via email, phone or in person.
• Support the Private Banking team and provide backup support in the Private Bankers’ absence.
• Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
• Partner with Private Banker to maintain client relationships and open new accounts.
• Participate in business development calls with Business Bankers/Relationship Managers and/or Private Bankers.
• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
• Keep up-to-date with new Bank product offerings and services.
• Maintain the marketing and brochure supply for Private Bankers.
• 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.
• Identify and report suspicious activity to the Anti-Money Laundering Officer.
• Stay up to date on fraud tactics, watch for red flags, and elevate to our fraud partners when needed.

Skills

Excellent communication

Time management

Organization

Team player

Travel readiness

Data review

Job description

Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking capabilities for businesses, grow deposits, and expand in key growth markets. We’re looking for talented team members, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty.

As a Private Banker Associate, you will have the opportunity to assist the Private Banking team and Relationship Managers in developing relationships with clients, transitioning them to Citizens while maintaining existing relationships using the full range of Citizens deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Private Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.

Primary Responsibilities Include

• Provide ongoing exceptional client service for clients’ day-to-day needs via email, phone or in person.
• Support the Private Banking team and provide backup support in the Private Bankers’ absence.
• Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
• Partner with Private Banker to maintain client relationships and open new accounts.
• Participate in business development calls with Business Bankers/Relationship Managers and/or Private Bankers.
• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
• Keep up-to-date with new Bank product offerings and services.
• Maintain the marketing and brochure supply for Private Bankers.
• 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.
• Identify and report suspicious activity to the Anti-Money Laundering Officer.
• Stay up to date on fraud tactics, watch for red flags, and elevate to our fraud partners when needed.

Qualifications, Education, Certifications And/or Other Professional Credentials

• One to two years of experience in a professional services role
• Excellent verbal and written communication skills
• Strong time management and organizational skills, with the ability to multitask
• A commitment to be a collaborative team player
• Knowledge of banking operations (Private)
• Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to travel as position requires.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday-Friday

when needed.

Pay Transparency

The salary range for this position is $39-49 per hour, plus an opportunity to earn additional incentive earnings (if applicable). 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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Posting End Date: 08/31/2026