Private Banking Associate: Elite Client Service & Growth

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 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