This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
As a Premier Banker at Citizens, you will engage with affluent clients to provide top-tier financial planning and advice. This role emphasizes building lasting relationships, achieving clients' financial goals, and collaborating within a dedicated team.
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 engagement
Provide exceptional client experiences
Engage with Wealth Advisors and Certified Financial Planners
Collaborate with colleagues in various business lines
Utilize Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking or wealth management experience
Experience working with affluent and high-net-worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
Demonstrated success in a client-centric sales environment