Private Bank Office National Lead - San Francisco, United States - Citizens

Citizens

Verified Company

San Francisco, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Description
As a Private Bank Office National Lead, direct and oversee the Citizens Private Bank Office strategic and long-range goals.

You will lead the Private Bank management team in driving sales and revenue results, bank deposit growth, employee management, employee and customer engagement and retention, meeting budget goals, and contributing to the overall success of the Private Bank office network.

Additionally, you will lead business strategy by identifying and pursuing attractive markets to increase visibility of products and services, creating comprehensive business plans for new and continuing products and services, managing strategic partnership agreements, and establishing organizational positioning.

You'll build strong partnerships with Business Bankers/Relationship Managers and help develop client strategies to win business. You will lead and implement new bank-wide initiatives.

Oversee staffing levels of Private Bank Offices.
Establish and enact strategic partnerships to ensure success across regions.
Promote the Private Bank value proposition throughout the teams and continue to raise the bar on client experience.
Lead bank initiatives, perform analysis of options, use data to make firm decisions, and help communicate change across the Private Bank Offices and partners.
Provide hands on coaching and develop bankers and associates.
Leverage data and reporting to track the success of the team and make changes where necessary.
Work with all areas of the Bank to provide input for the design and implementation of new products, services and policies and procedures.
Adhere to the applicable federal and state laws, regulations, and guidance, including those related to antimoney laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures.
Identify and report suspicious activity to the Anti-Money Laundering Officer.

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.

Why Work for Us
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