Private Banker, PBO

Citizens Financial Group; Greenwich (CT); On-site; USD 66,000 - 76,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Job summary

Citizens Bank Greenwich Private Bank seeks a Private Banker to serve high-net-worth clients with a white-glove, highly personalized approach. You will act as the deposit expert, support business partners, and manage onboarding, documentation, and deep client relationships in a 40-hour, in-office schedule.

The role emphasizes selling, client service excellence, and cross-selling bank products, with responsibilities across cash management, transfers, and advisory support.

Qualifications

• A minimum of three years of experience in Private Banking or Private Client, serving sophisticated clients, building relationships, and supporting growth of deposits.
• History of working with high net-worth clientele preferred.
• Banker qualifications differentiate based on competency level, years of experience, and existing client relationships to support deposit growth.

Responsibilities

• Deliver a white glove client experience and grow deposits for the office.
• Act as the deposit and cash management expert and cross-sell where needed.
• Sell the bank to new prospects and deepen client relationships as a trusted advisor.
• Manage relationships in partnership with RMs, BBs, and PBs and refer clients to business partners.
• Provide excellent service, manage onboarding, documentation, and account openings.
• Assist clients with deposits, withdrawals, transfers, CD renewals, and wires.
• Handle inquiries, fee reversals, statement gathering, and other client needs.

Skills

Private Banking

Relationship building

Deposits growth

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 Banker, you will have the opportunity to work in service, support, and sales, while creating a world class, white glove experience for our UHNW clients and prospects in our Private Bank Office. In this role you are the deposit expert and key service partner for the Business Banker and Relationship Managers’ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing a full range of personalized products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and delivering a seamless and high-touch experience when transitioning clients to the bank. You’ll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

Primary responsibilities include

• Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
• Being the deposit and cash management expert (and cross-selling where needed)
• Helping to “sell the bank” with net new prospects
• Maintain and deepen client relationships acting as a trusted advisor
• Relationship management (in partnership with the RMs, BBs, and PBs)
• Refer clients to business partners where needed
• Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business Bankers’/Relationship Managers’ client base.
• Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
• Obtaining documentation for initial onboarding, services, changes, and any exceptions
• Opening accounts and other services to ensure expedited delivery
• Assist clients with transactions, including but not limited to, deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
• Fulfill additional client needs including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
• Verify client identities in accordance with Citizens Private Bank compliance and regulatory policies and procedures.
• 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.

Qualifications

• A minimum of three years of experience in Private Banking or Private Client, serving sophisticated clients, building relationships, and supporting growth of deposits.
• History of working with high net-worth clientele preferred
• Banker qualifications differentiate based on competency level, years of experience, and existing client relationships to support deposit growth.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday-Friday

In office Position during Private Bank Office hours of operation

Pay Transparency

The salary range for this position is $48.07 - $55.21 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.