Description
Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients.
Our Preferred Bankers pride themselves on doing right by the client and thinking two steps ahead for their needs. While your business will be entirely self-sourced, you’ll leverage the strength of the Citizens enterprise to collaborate with partners across Wealth Management, Commercial Banking, Mortgage and more, depending on individual client needs.
Primary responsibilities include:

• Provide ongoing exceptional client service on the phone and occasionally in person.
• Assist with obtaining and organizing all required documentation and filing.
• Maintain client relationships and open new accounts.
• Acquire knowledge of existing Bank products, specifically on the deposit side, but with a focus on Wealth Management and Loan products.
• Keep up-to-date with new Bank product offerings and services.
• 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.
• Verify the identity of clients that enter into a relationship with the Bank.

Required Qualifications:

• A Bachelor’s degree
• One to two years of experience in a professional financial services role

Preferred Skills/Experience:

• A commitment to be a collaborative team player
• Knowledge of banking operations
• Excellent verbal and written communication skills
• Strong time management and organizational skills, with the ability to multitask

Pay Transparency:
The salary range for this position is $130,000 - $140,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Hours & Work Schedule:

• Hours per Week: 40
• Work Schedule: Monday through Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.