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West Pittsburg

    Team Leader - West Pittsburg, PA, United States - Citizens

    Citizens
    Citizens West Pittsburg, PA, United States

    2 weeks ago

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    Description
    At Citizens, our mission is to help clients, colleagues and communities reach their potential.

    We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities.

    Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.

    We do this through creating a culture of continuous coaching, professional development and ongoing practice management support.

    As a Private Client Market Leader (PCML), you will lead, coach, and develop a team of licensed Private Client Relationship Managers (PCRM) across a specified geography.

    Your team of PC RMs are responsible for acquiring, deepening, and retaining our affluent, high-net worth, and ultra-high-net worth clients by thinking long term, always doing the next right thing and collaborating with other colleagues.

    You will motivate your team through behavioral change management, coach your team on consistent execution of our defined client engagement process and lead your team on day-to-day execution of activities leading to sales results.

    Your impact will help our clients save and grow their assets in a tax efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what ifs' and prepare them to leave a legacy.

    In addition to leading your team, you will partner with and support the Head of Private Banking Relationship Management to influence the Private Client strategy across Citizens, including but not limited to topics such as growth, profitability, multiyear planning, technology, and competitive dynamics.

    You will keep up to date with industry trends, develop recommendations to drive the future success of Citizens Private Banking and our competitive advantage.

    Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely.

    Proactively engage and influence the team through regular, value add communications – virtual and in person, and in 1:1, small group, and full team meetings.

    Role model, coach and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning of the time and delivering a best in class client experience.

    Proactively build a network of bench strength, recruit, select, and onboard top talent PC RMs.
    Inspect PC RM productivity and implement effective performance management routines to take ownership of financial performance-to-goal/business results/metrics.

    Build internal relationships across various lines of business (Retail, Mortgage, Business Banking, Commercial Team, etc.) to grow the Private Banking business and facilitate integrated business development opportunities and solutions for clients.

    Serve as subject matter expert for team and demonstrates technical expertise in sophisticated/complex banking and lending strategies.
    Serve as an escalation point for risk management topics and coordinate problem solving.

    In collaboration with key stakeholders, support the Head of Private Banking Relationship Management to continue to build out and develop the Private Client Segment.

    Develop recommendations to drive the future success of Citizens Private Banking and our competitive advantage.
    Minimum of 10 years in leadership capacity, preferably in Wealth Management.
    Knowledge of banking and wealth management products and services; some travel required

    We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

    Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.

    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.

    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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

    Citizens is a brand name of Citizens Bank, N.At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.

    When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
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