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    Sr Private Banker - San Francisco, United States - Citizens Bank

    Citizens Bank
    Citizens Bank San Francisco, United States

    3 weeks ago

    Default job background
    Description

    Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients.

    As the Sr Private Banker, you will use your expertise in bank products and procedures to ensure success across the team.

    You will perform Private Banker responsibilities with a focus on any key client relationships. You'll build strong partnerships with Business Bankers/Relationship Managers and help develop client strategies to win business. You will work effectively across the organization and provide input and help implement new bank-wide initiatives.
    Primary responsibilities include
    Assist Business Bankers/Relationship Managers with business development and set a standard for excellent customer service and satisfaction.
    Provide hands on coaching to bankers and associates.
    Partner with RMs and BBs to identify and develop strategies for client industries and to make the team successful.
    Leverage data and reporting to track the success of the team and make changes where necessary.

    Work with all areas of Citizens to provide input for the design and implementation of new products, services and policies and procedures.

    Work with other team members, including RMs, loan processors and client liaisons, to provide a more efficient sales and workflow environment.

    Adhere to 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:
    A bachelor's degree preferred or commensurate experience
    Five+ years of experience in private banking preferably with client service, collaborating with internal partners and successful business development activities
    A commitment to be a collaborative team player
    Knowledge of banking operations
    Excellent verbal and written communication skills
    Strong time management and organizational skills, with the ability to multitask

    Hours & Work Schedule:
    Hours per Week: 40


    Work Schedule:
    Monday through Friday

    Pay Transparency
    The salary range for this position is $140,000 - $170,000 per year plus anopportunity to earnadditional incentive earnings. Actual pay is based on variousfactorsincluding but not limited to the work location, and relevant skills andexperience.

    We offer competitive pay, comprehensive medical, dental and visioncoverage, retirement benefits, maternity/paternity leave, flexible workarrangements, education reimbursement, wellness programs and more.

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

    Foran overview of our benefits, visit

    .
    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
    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.

    Equal Employment and Opportunity Employer
    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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