Private Banker, PBO

Citizens Bank; Newport Beach (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

Citizens Bank is launching a new Private Bank Office in Newport Beach and is seeking talented team members for various roles including PBO Manager, Office Lead, Senior Banker, and Banker. The successful candidates will deliver exceptional client experiences and drive business growth in a collaborative environment. Join a culture focused on client-centricity and operational excellence, with competitive pay and comprehensive benefits.

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Qualifications

• Proven ability to coach and develop to drive sales excellence.
• Successful record of managing objectives in a profit and loss environment.

Responsibilities

• Drives office performance and client experience through leadership.
• Responsible for creating a strong client-centric culture.
• Leads and manages all colleague and sales activities.

Skills

Leadership

Sales Management

Customer Service

Education

4 years sales management experience

Job description

Description

Citizens Private Bank is opening a Private Bank Office in Newport Beach as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.

We’re looking for talented Private Bank Office team members, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. Join our culture of client-centricity and collaboration as you deliver the best the bank has to offer.

If you are interested in being part of the team to launch this new location, apply to this requisition and the recruiting team will be in touch to explore which of the roles best matches your career objectives, experience and qualifications.

The roles available include (see below for responsibilities and qualifications):

• PBO Manager (1)
• PBO Office Lead (1)
• PBO Senior Banker (1-2)
• PBO Banker (1-2)

PBO Manager Responsibilities:

• Drives office performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices.
• This person is directly responsible for creating and maintaining a strong client-centric culture and is the primary mentor and manager to branch colleagues.
• The role 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.
• The Manager must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
• This person is also responsible for the branch P&L and, therefore, must understand financials and key business drivers and use that understanding to guide sound decision-making.
• In addition, this person leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded.
• As an ambassador for our brand, the Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.

PBO Manager Qualifications

• Leadership experience, with proven ability to coach and develop to drive salesexcellence, ensure the delivery of world class customer service,and operationalintegrityin a high-volume branch environment.
• 4 years sales management experience in Private Banking office/branch environment
• Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
• Maintain strong partnerships with community & civic organizations.

PBO Office Lead:

• Oversee daily activities in designated branch location including 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 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.

PBO Office Lead Qualifications:

• 4+ years in private bank office or high net worth banking role ensuring the delivery of world class customer service,and operationalintegrityin a high-volume branch environment.
• Successful record of meeting/exceeding team and individual sales goals, deadlines and branch goals in a profit and loss environment
• Work Hours – Monday – Friday – 40 hours

PBO Senior Banker/Banker

• The Senior Banker and Banker will work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices.
• In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managers’ client base.
• Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits. (Senior Banker/Banker roles will be differentiated with the level of expectations/goals for business development/deposit growth and acquisition and existing client base)
• Service responsibilities include 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.

PBO Sr.Banker/Banker Qualifications:

• A minimum of three years of experience in private banking serving clients, building relationships and supporting growth of deposits.
• History of working with high net-worth clientele preferred and Sr. Banker/Banker qualifications differentiate based on competency level; years of experience, and existing client relationships to support deposit growth.
• Hours per Week: Monday - Friday

Work Hours:

Monday – Friday – 40 hours

Pay Transparency

The salary range for the PBO Manager position is $120,000 - $140,000 per year plus anopportunity to earnadditional incentive earnings.

The salary range for the PBO Office Lead position is $100,000 - $120,000 per year plus anopportunity to earnadditional incentive earnings.

The salary range for the PBO Senior Banker position is $90,000 - $110,000 per year plus anopportunity to earnadditional incentive earnings.

The salary range for the PBO Banker position is $80,000 - $100,000 per year plus anopportunity to earnadditional incentive earnings.

Actual pay is based on variousfactorsincluding but not limited to the work location, and relevant skills andexperience.

We offer competitive pay, comprehensive medical, dental and visioncoverage, retirement benefits, maternity/paternity leave, flexible workarrangements, education reimbursement, wellness programs and more.Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paidtime-away policy of very local and state jurisdiction in the United States. Foran 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.