Private Bank, Client Relations Manager (Boston, MA)

Description

Citizens Private Bank continues to scale consumer and business banking activities, grow deposits, and expand in key growth markets. We are looking for talented individuals who demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer clients, primarily in the private equity and venture capital industry. The Client Relations Manager has a thorough understanding of business and consumer lending products, deposits services, and wealth management. The Client Relations Manager will be a key point of contact for clients and is able to stand in for the Relationship Manager in their absence.

Primary responsibilities include:

• Partnering with Relationship Managers on new client acquisition through pipeline management, prospect outreach, sales calls and platform demonstrations.
• Firm understanding of Relationship Manager's clientele, industry focus and product specialties.
• Routinely reviews existing client base for opportunities to expand relationships.
• Respond to client inquiries and servicing requests in a timely manner.
• Assists Relationship Manager with coordinating client meetings, events, and gifts.
• Acts as a liaison with internal treasury product, implementation, sales and service teams to ensure client treasury needs are met.
• Works with client teams to help facilitate a seamless banking transition, facilitating training and overseeing the client’s setup across all products and services.
• Acts as a consultant for prospective and existing clients to ensure all banking needs are met in a timely and accurate manner.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 5+years of industry related experience, preferred
• Bachelors Degree required
• Demonstrated track record of managing private client relationships, with attention to detail and exceptional communication skills
• Thorough understanding of the loan origination process, assisting the client through preapproval stage, underwriting, closing and post close

Hours & Work Schedule:
Monday - Friday (4 days in office/1 day WFH)
40 hours per week

Office Location:
Citizens Private Bank
772 Boylston Street, Boston MA

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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.