Senior Private Banker - White-Glove Wealth & Deposits

Citizens Bank; Greenwich (CT); Vor Ort; USD 76.000 - 93.000; Vollzeit

Zusammenfassung

Citizens Private Bank seeks a Senior Private Banker to provide a high-touch client experience for high-net-worth individuals and businesses in Greenwich, CT. You will act as the deposit expert, partner with Relationship Managers, and drive cross-sell opportunities while ensuring seamless onboarding and documentation.

You will manage client relationships, perform cash management duties, handle transactions, and maintain knowledge of bank products to deliver a white-glove experience throughout the

Qualifikationen

• Minimum of three years of experience in private banking.
• Bachelor's degree required.
• Strong problem solving and communication skills.

Aufgaben

• Deliver a white glove client experience and grow deposits.
• Serve as deposit and cash management expert.
• Cross-sell where appropriate and refer opportunities to partners.
• Maintain and deepen client relationships with RMs and PBs.
• Manage onboarding documentation and account openings.
• Support client transactions including deposits, transfers, CD renewals, and wires.

Kenntnisse

Data analysis

Effective communication

Travel ability

Ausbildung

Bachelor's degree

Jobbeschreibung

Citizens Private Bank seeks a Senior Private Banker to provide a high-touch client experience for high-net-worth individuals and businesses in Greenwich, CT. You will act as the deposit expert, partner with Relationship Managers, and drive cross-sell opportunities while ensuring seamless onboarding and documentation.

You will manage client relationships, perform cash management duties, handle transactions, and maintain knowledge of bank products to deliver a white-glove experience throughout the