Relationship Manager Position Available In Montgomery, Pennsylvania

Job Description:

Description At Citizens, our mission is to help clients,colleagues and communities reach their potential. We do thisthrough our distinguished client-centric culture, having a mindsetof continuous improvement and always enhancing our capabilities.

Citizens Private Client provides personalized, world classfinancial planning and advice to help clients achieve theirfinancial goals. We do this through creating a culture ofcontinuous coaching, professional development, and ongoing practicemanagement support. As a Citizens Private Client RelationshipManager (PCRM) , you will engage directly with our affluent andhigh-net-worth clients to exceed their expectations by thinkinglong term, always doing the next right thing, and collaboratingwith other colleagues. PCRMs partner with Wealth Financial Advisorsand Certified Financial Planners® (CFPs), creating the CitizensPrivate Client team. Primary responsibilities include Acquire andonboard new affluent and high-net-worth clients into a Book ofBusiness through outbound calling and in-branch or partnerintroductions. Grow net deposits, investments, and lending balancesby executing comprehensive discovery and financial planningconversations, understanding a client’s financial goals, andpresenting personalized strategies aligned with each client’sobjectives. Deepen and retain client relationships throughproactive outbound engagements based on life events, financialtriggers, and other insights. Provide exceptional, high-touchclient experiences. Engage Wealth Advisors and Certified FinancialPlanners to help clients reach their financial goals. Partner withcolleagues in other lines of business including Retail, BusinessBanking, Mortgage and Wealth to provide clients a seamlessexperience across Citizens. Leverage Salesforce CRM to trackactivity. Measures of Success include Growth in net new investmentassets in collaboration with Wealth Partners. Growth in newdeposits including checking, savings, and CD balances. Growth inlending units and balances through mortgages, home equity lines,and securities-based lending. Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other ProfessionalCredentials Bachelor’s degree (preferred). 3 – 5 years of banking,wealth management or other relevant equivalent experience.

Experience working with affluent and high net worth clients. Aminimum of two licenses required : SIE, Series 6, 7, 63, 65, or 66licenses, and Life and Health, Accident Insurance Licenses.

Additional licenses can be obtained within a specific timeline uponhire. Demonstrated success in a client-centric, initiative-takingsales environment. Experience establishing and maintainingrelationships with clients and internal partners. Knowledge ofindustry regulatory requirements to ensure a sound controlenvironment. Excellent written and verbal communication skills.

Compensation Salary and opportunity to earn Incentive compensation.

Salary is commensurate with experience.

Hours & Work Schedule Hoursper Week:

40

Work Schedule:

M-F; potential Saturday hoursLI-Citizens6 Some job boards have started using jobseeker-reporteddata to estimate salary ranges for roles. If you apply and qualifyfor this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity Citizens, its parent, subsidiaries,and related companies (Citizens) provide equal employment andadvancement opportunities to all colleagues and applicants foremployment without regard to age, ancestry, color, citizenship,physical or mental disability, perceived disability or history orrecord of a disability, ethnicity, gender, gender identity orexpression, genetic information, genetic characteristic, marital ordomestic partner status, victim of domestic violence, familystatus/parenthood, medical condition, military or veteran status,national origin, pregnancy/childbirth/lactation, colleague’s or adependent’s reproductive health decision making, race, religion,sex, sexual orientation, or any other category protected byfederal, state and/or local laws. At Citizens, we are committed tofostering an inclusive culture that enables all colleagues to bringtheir best selves to work every day and everyone is expected to betreated with respect and professionalism. Employment decisions arebased solely on merit, qualifications, performance and capability.

Why Work for Us At Citizens, you’ll find a customer-centric culturebuilt around helping our customers and giving back to our localcommunities. When you join our team, you are part of a supportiveand collaborative workforce, with access to training and tools toaccelerate your potential and maximize your career growthBackground Check Any offer of employment is conditioned upon thecandidate successfully passing a background check, which mayinclude initial credit, motor vehicle record, public record, prioremployment verification, and criminal background checks. Results ofthe background check are individually reviewed based upon legalrequirements imposed by our regulators and with consideration ofthe nature and gravity of the background history and the joboffered. Any offer of employment will include furtherinformation.