Senior Private Bank Client Relations Leader

Citizens Bank; San Francisco (CA); On-site; USD 185,000 - 240,000; Full time

Benefits offered by this job

Competitive pay

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank in San Francisco seeks a Senior Client Relations Manager to support Relationship Managers and private banking clients through origination to post-close, while mentoring junior staff and driving credit analysis excellence.

You will coordinate meetings, review client deposits, and contribute to pricing and underwriting discussions across multiple loan products. This role requires leadership and deep product knowledge.

Qualifications

• 5–10+ years of experience supporting Relationship Managers and private bank clients.
• Proven track record of managing lending from origination through closing with credit analysis.
• Bachelor’s Degree.
• Experience with structuring and documenting complex loan structures.
• Excellent written and verbal communication with stakeholder management.
• Potential to lead a team of Client Relations Managers and Associates with coaching

Responsibilities

• Assist fielding prospects, including introductory meetings and rate quotes when RM unavailable.
• Understand RM's clientele and product specialty.
• Review existing clients for deposit opportunities and prospects.
• Respond to client inquiries and servicing requests promptly.
• Coordinate client meetings, events, and gifts with RM.
• Manage active loan pipeline from preapproval through closing and post-close.
• Pre-qualifications and documentation analysis for prospective clients.
• Answer questions about Initial Loan Estimate.
• Initiate calls from new and returning clients.
• Engage in pricing, deal structuring, underwriting, and credit policy for multiple loan products.
• Lead credit pre-screening discussions with Private Bank Credit Officers.
• Partner with RMs aiming to become independent to learn Citizens Private Bank products.

Skills

Relationship management

Credit analysis

Lending process

Team leadership

Education

Bachelor's degree

Job description

Citizens Bank in San Francisco seeks a Senior Client Relations Manager to support Relationship Managers and private banking clients through origination to post-close, while mentoring junior staff and driving credit analysis excellence.

You will coordinate meetings, review client deposits, and contribute to pricing and underwriting discussions across multiple loan products. This role requires leadership and deep product knowledge.