Private Banker, Private Bank Office Palm Beach County Expansion

Citizens Private Bank is continuing to expand its footprint of Private Bank Offices in the Florida market. These plans and locations are rapidly developing as we grow in Palm Beach County with additional Private Bank Offices anticipated in any of the following locations: Boca Raton, West Palm Beach, Palm Beach Gardens and Jupiter. 

As a Private Banker in the Private Bank Office you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managers’ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank. You’ll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

Primary responsibilities include

• Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
• Being the deposit and cash management experts (and cross-selling where needed)
• Helping to “sell the bank” with net new prospects
• Maintain and deepen client relationships
• Relationship management (in partnership with the RMs, BBs, and PBs)
• Refer clients to business partners where needed
• Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business 
  Bankers’/Relationship Managers’ client base.
• Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
• Obtaining documentation for initial onboarding, services, changes, and any exceptions
• Opening accounts and other services to ensure expedited delivery
• Assist clients with transactions, including but not limited to, deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
• Fulfill additional client needs including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
• Verify client identities in accordance with Citizens Private Bank policies and procedures.
• 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.

 

Qualifications

• Commutable to one of these areas in Palm Beach County, this is a 5 days a week in-person role required
• Existing network and established book of business in Palm Beach County with business/consumer Private Bank clientele required
• 5+ years of business development and private banking service required
• Proven success in delivering results with deposit growth year over year in Private Bank
• Strong communication skills and professional demeanor required

• Bachelors degree in Business/Finance preferred

   

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Equal Employment Opportunity

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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