Private Bank Client Relations Associate - Life Sciences

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a white glove experience to clients that results in long-term client loyalty. 

The Private Bank Client Relations Associate -Life Sciences works closely with the Relationship Manager(s) and Client Relations Manager for all client activities and new business development in business banking products and services. 

Primary responsibilities include:

• Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, 
  solution within 1-2 business days, varying on complexity).
• Assists their respective relationship manager with coordinating client meetings, events, and gifts.
• Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available.
• Firm understanding of Relationship Manager's clientele and product specialty.
• Routinely reviews existing client base for deposit opportunities and prospects.
• Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity).
• Assists their respective relationship manager with coordinating client meetings, events, and gifts.
• Working closely with their Preferred Banker to obtain additional documentation for deposit  relationship opening, ensuring this is completed in the pre-approval stage.

Qualifications & Skills

• 2+ years of experience in financial services demonstrating familiarity with business banking product knowledge
• 1+ years of experience working with private equity/life sciences businesses or industry
• Strong written and verbal communication skills with a history of success working with Private Bank clientele delivering white glove service
• Client focus, learning agility, and resilience are core skills/competencies for success in this role.

Hours & Work Schedule

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

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

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.