Private Banker Associate

Citizens Financial Group; Greenwich (CT); On-site; USD 55,000 - 68,000; Full time

Job summary

Citizens Private Bank in Greenwich, CT is opening a new Private Bank office in Q1 and seeks an experienced Private Banker, Associate to join our team serving high-net-worth individuals, families and businesses. You will assist relationship managers, expand client relationships, and deliver a white-glove experience while leveraging Citizens deposit products and services.

You will support the Private Banking team with documentation, client follow-up, compliance logs and administrative duties, and

Qualifications

• 3+ years in a professional services role; private banking preferred.
• Excellent verbal and written communication skills.
• Strong time management and organizational skills.
• Commitment to handling sensitive information with utmost discretion.
• Willingness to travel.

Responsibilities

• Provide ongoing exceptional client service for day-to-day needs via email, phone or in person.
• Support the Private Banking team and provide backup 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, focusing on deposits, plus Trust, Wealth Management and Loan products.

Skills

Verbal communication

Written communication

Time management

Organizational skills

Discretion

Data analysis

Customer service

Travel

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, CT 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 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:

• 3+ years of experience in a professional services role; private banking preferred
• Excellent verbal and written communication skills (both phone and in person)
• Strong time management and organizational skills, with the ability to multitask
• A commitment to being a collaborative team player and handling sensitive information with upmost discretion
• Knowledge of banking operations and servicing preferred
• Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
• Must be able to travel as position requires.

Hours & Work Schedule:

• Hours per Week: 40
• Work Schedule: Monday-Friday (eligible for overtime as needed)
• In office Position during Private Bank Office hours of operation

Pay Transparency

The salary range for this position is $39.90-$49.03 per hour, plus an opportunity to earn an annualized discretionary award. 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.