Private Client Relationship Manager [Only 24h Left] Position Available In Providence, Rhode Island

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 lendingbalances by executing comprehensive discovery and financialplanning conversations, understanding a client’s financial goals,and presenting 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 CertifiedFinancial Planners to help clients reach their financial goals.
• Partner with colleagues in other lines of business includingRetail, Business Banking, Mortgage and Wealth to provide clients aseamless experience across Citizens.
• Leverage Salesforce CRM totrack activity. Measures of Success include
• Growth in net newinvestment assets in collaboration with Wealth Partners.
• Growthin new deposits including checking, savings, and CD balances.
• Growth in lending units and balances through mortgages, home equitylines, and securities-based lending.
• Client satisfaction surveyresults. Qualifications, Education, Certifications and/or OtherProfessional Credentials
• Bachelor’s degree (preferred).
• 3•5years of banking, wealth management or other relevant equivalentexperience.
• Experience working with affluent and high net worthclients.
• A minimum of two licenses required: SIE, Series 6 (or7), 63 (or 66), 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 Incentivecompensation.
• Salary is commensurate with experience. Hours &Work Schedule
• Hours per

Week:

40•

Work Schedule:

M-F; potentialSaturday hours Some job boards have started usingjobseeker-reported data to estimate salary ranges for roles. If youapply and qualify for this role, a recruiter will discuss accuratepay guidance. Equal Employment Opportunity Citizens, its parent,subsidiaries, and related companies (Citizens) provide equalemployment and advancement opportunities to all colleagues andapplicants for employment without regard to age, ancestry, color,citizenship, physical or mental disability, perceived disability orhistory or record of a disability, ethnicity, gender, genderidentity or expression, genetic information, geneticcharacteristic, marital or domestic partner status, victim ofdomestic violence, family status/parenthood, medical condition,military or veteran status, national origin,pregnancy/childbirth/lactation, colleague’s or a dependent’sreproductive health decision making, race, religion, sex, sexualorientation, or any other category protected by federal, stateand/or local laws. At Citizens, we are committed to fostering aninclusive culture that enables all colleagues to bring their bestselves to work every day and everyone is expected to be treatedwith respect and professionalism. Employment decisions are basedsolely on merit, qualifications, performance and capability. WhyWork for UsAt 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.