Senior Private Banking Relationship Lead

Citizens Bank; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

A prominent financial institution is seeking a Private Bank Relationship Manager in Philadelphia. The ideal candidate will generate new business through networking and marketing efforts, manage client relationships, and identify cross-sell opportunities. A background of 10+ years in client management and strong negotiation skills are essential. This position requires an independent thinker with excellent credit skills and the ability to maintain effective communication across the organization. Work hours are Monday to Friday, totaling 40 hours per week.

Qualifications

• Minimum 10+ years of relevant experience.
• Exhibits a history of competency in soliciting, developing, servicing, and structuring deals.
• Excellent credit skills and ability to cross-sell products.

Responsibilities

• Generate new business opportunities.
• Manage new and existing client relationships.
• Conduct marketing and community building efforts.

Skills

Client relationship management

Financial modeling

Negotiation skills

Cross-selling

Excellent communication

Job description

A prominent financial institution is seeking a Private Bank Relationship Manager in Philadelphia. The ideal candidate will generate new business through networking and marketing efforts, manage client relationships, and identify cross-sell opportunities. A background of 10+ years in client management and strong negotiation skills are essential. This position requires an independent thinker with excellent credit skills and the ability to maintain effective communication across the organization. Work hours are Monday to Friday, totaling 40 hours per week.