- Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
- Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences
- Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the clients trusted relationship manager
- Engage with Certified Financial Planners and Financial Advisors to create and analyze the clients financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals
- Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
- Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
- Leverage Salesforce CRM tool to document client interactions in detail
- Build an activity-based business development plan centered around proactive outreach and follow-up behaviors
- Bachelors degree (preferred) or 3-5 years relevant equivalent experience
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire
- Demonstrated success in a client-centric, proactive sales environment
- Experience in cultivating relationships
- Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals
- Experience establishing and maintaining relationships with clients and internal partners
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements to ensure a sound control environment
- Hours per Week: 40
- Work Schedule: M-F
- Other
-
ZephyrTech Tuscarawas, United StatesAbout the Company · We view pets as full-fledged family members. Whether it's wet food, snacks, dry or dairy products for dogs and cats - with over 30 years of experience, state-of-the-art machinery and our nearly 1000 employees at three locations (Germany, Netherlands and USA), ...
-
Vendor Relationship Manager
2 weeks ago
Computershare Canton, United States**Location: Canton, MA, Jersey City, NJ, New York, NY, Louisville, KY, St Paul, MN, Columbia, MD, Houston, TX, Edison, NJ, Charlotte, NC, Hybrid** · We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving ...
-
KeyBank Canton, United StatesJob Description · Location: · 4495 Everhard Road NW - Canton, Ohio 44718Job Summary · Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager ...
-
Business Banking Relationship Manager
3 weeks ago
U.S. Bank Medina, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Business Banking Relationship Manager
1 week ago
US Bank Medina, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Onsite Recruiter and Staffing Manager
4 weeks ago
Staffing Solutions Enterprises Massillon, United StatesOnsite Recruiter and Staffing Manager – Massillon, OH · Come grow with us Staffing Solutions Enterprises is seeking a Workforce Manager to be based 100% onsite across three locations at our new manufacturing client. This is a great opportunity to join our 'Stafftacular' StaffMatr ...
-
Ohio Department of Developmental Disabilities Massillon, United StatesPrimary Location · :United States of America-OHIO-Stark County-Massillon Work Locations · :Indian River Juvenile Correctn2775 Indian River RoadMassillon Organization · :Youth Services - Indian River Juvenile Correctional FacilityClassified Indicator:UnclassifiedBargaining ...
-
Dairy Queen Shift Leader
4 weeks ago
BellStores Massillon, United States Full time/Part timeJob Details · Description · POSITION TITLE: DQ Grill & Chill Shift Leader · REPORTS TO: Dairy Queen Manager · STARTING RATE: Negotiable based on experience · JOB FUNCTIONS: · Be an ambassador of the Dairy Queen brand and be professional in every aspect of performance · Enthusi ...
-
Construction Project Manager
4 weeks ago
The Mice Groups, Inc. Massillon, United StatesOur Client is seeking a Construction Project Manager for a Direct Hire/FTE position in Massilon, OH. This is a hybrid position, but primarily onsite. This position pays $120-135K annually. · Summary: · Client is searching for an accomplished, experienced project manager with exp ...
-
Pathway Caring for Children Massillon, United StatesLocation: Fairless Local Schools, Navarre, OH · Job Type: Full-time · About Pathway Position: · Our school-based therapists will be part of a team of 5 therapists and case managers that are currently on site, in the school every day. They are part of school meetings and schedules ...
-
Police Officer
2 weeks ago
Ohio Department of Developmental Disabilities Massillon, United States Part timePrimary Location · :United States of America-OHIO-Stark County-Massillon Work Locations · :Heartland Behavioral Health3000 Erie Street SouthMassillon44646 Organization · :Mental Health & Addiction Services - Heartland Behavioral HealthcareClassified Indicator:ClassifiedBar ...
-
cook (full time)
3 days ago
Morrison Healthcare Massillon, United States Full timeMorrison Healthcare We are hiring immediately for a full time COOK position. · Location : Heartland Behavioral Health South Erie, Massillon, OH Note: online applications accepted only. · Schedule : Full time schedule. 5:00 am to 1:30 pm, days may vary. More details upon intervi ...
-
Police Officer
2 days ago
Ohio Department of Developmental Disabilities Massillon, United States Part timePrimary Location · :United States of America-OHIO-Stark County-Massillon Work Locations · :Heartland Behavioral Health3000 Erie Street SouthMassillon44646 Organization · :Mental Health & Addiction Services - Heartland Behavioral HealthcareClassified Indicator:ClassifiedBar ...
-
Assistant Manager
1 week ago
Little Caesars Massillon, United StatesNEVER UNDERESTIMATE THE POWER OF THE TOGA · We are looking for reliable Assistant Managers in Alliance at Little Caesars As a top international pizza chain in business for more than 50 years, Little Caesars offers tremendous opportunities in operations management. As a family own ...
-
Assistant Manager
1 week ago
Little Caesars Massillon, United StatesNEVER UNDERESTIMATE THE POWER OF THE TOGA · We are looking for reliable Assistant Managers in Alliance at Little Caesars As a top international pizza chain in business for more than 50 years, Little Caesars offers tremendous opportunities in operations management. As a family own ...
-
Community Outreach Manager
2 weeks ago
BrightView Health Massillon, United StatesCommunity Outreach Manager · – · Massillon, OH · Are you a dynamic and results-driven professional with a passion for making a positive impact in the community? BrightView, a leading provider of addiction treatment services, is seeking a dedicated and strategic individual to f ...
-
Personal Banker
4 weeks ago
PNC Massillon, United States Full timePosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Assistant Manager
4 weeks ago
Little Caesars Massillon, United StatesNEVER UNDERESTIMATE THE POWER OF THE TOGA · We are looking for reliable Assistant Managers in Alliance at Little Caesars As a top international pizza chain in business for more than 50 years, Little Caesars offers tremendous opportunities in operations management. As a family own ...
-
Director of Nursing
2 weeks ago
Legends Care Rehabilitation and Nursing Center Massillon, United StatesLegends Care Rehabilitation and Nursing Center - New $10,000 Sign on Bonus · Legends Care Center is looking for an experienced Director of Nursing for our skilled Nursing Facility. At The Legends Care Center you will have the opportunity to work on your goals, your staff's goal ...
-
Case Manager
16 hours ago
CommQuest Services Inc Massillon, United StatesCase Manager · Real-world impact. Life-changing outcomes. · CommQuest is currently seeking a Case Manager to work at our men's residential facility. The Case Manager is responsible for the development and planning of client care and coordination of services and will work in partn ...
Private Client Relationship Manager - Massillon, United States - Citizens
Description
Description
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division,Citizens Private Clientprovides 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 aCitizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help 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 lifes what-ifs and prepare them to leave a legacy.
As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience.Leading with financial planningrequires you to offer our full value proposition and allows the client to utilize thosepersonalized financial solutionsthat address their specific financial needs.
Primary responsibilities include
Qualifications, Education, Certifications and/or Other Professional Credentials
Hours & Work Schedule
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, colleagues or a dependents 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.
Why Work for UsAt 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
