Private Banking Associate - Elite HNW Client Services

Citizens Financial; United States; On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Paid time off

Education reimbursement

Wellness programs

Flexible work arrangements

Job summary

Citizens Private Bank in Greenwich, CT, seeks a Private Banker, Associate, to support Relationship Managers, develop relationships with high-net-worth clients, and transition clients to Citizens while maintaining existing relationships using the full deposit product suite.

You will identify opportunities for additional business and assist with documentation, new client follow-up, compliance logs, and admin duties.

Qualifications

• 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.

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.

Skills

Verbal communication

Written communication

Time management

Discretion

Job description

Citizens Private Bank in Greenwich, CT, seeks a Private Banker, Associate, to support Relationship Managers, develop relationships with high-net-worth clients, and transition clients to Citizens while maintaining existing relationships using the full deposit product suite.

You will identify opportunities for additional business and assist with documentation, new client follow-up, compliance logs, and admin duties.