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Job Description
Join Citizens as a Customer Relationship Advocate, where you'll engage with affluent clients to provide exceptional financial planning and advice. Collaborate with a dedicated team to help clients achieve their financial goals while enjoying a supportive culture focused on continuous improvement.
Key Responsibilities
Acquire and onboard new clients through outbound calling and introductions
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional client experiences
Collaborate with Wealth Advisors and Certified Financial Planners
Partner with colleagues in other business lines
Leverage Salesforce CRM to track activities
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking or wealth management experience
Experience with affluent and high-net-worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining client relationships