This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Citizens as a Private Client Banker, where you'll engage with affluent clients to provide personalized financial planning and advice, helping them achieve their financial goals through exceptional service and collaboration.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking or wealth management experience
Experience with affluent and high net worth clients
Minimum of two licenses: SIE, Series 6 (or 7), 63 (or 66), Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Excellent written and verbal communication skills
Preferred Qualifications
Knowledge of industry regulatory requirements
Experience establishing and maintaining relationships with clients and internal partners
Benefits & Perks
Incentive compensationProfessional development opportunities