Private Banker Associate

Private Banker Associate Citizens Financial Group - 3.4 Menlo Park, CA Job Details Full-time $75,000 - $95,000 a year 10 hours ago Benefits Health insurance Dental insurance Tuition reimbursement Paid time off Parental leave Vision insurance Opportunities for advancement Retirement plan Qualifications Financial product expertise Full Job Description Description As a Private Banker Associate , you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank's deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients. Primary responsibilities include Provide ongoing exceptional client service for clients' day-to-day needs via email, phone or in person. Support the Preferred Banking team and provide backup support in the Preferred Bankers' absence. Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes. Partner with Preferred Banker to maintain client relationships and open new accounts. Participate in business development calls with Business Bankers/Relationship Managers and/or Preferred Bankers. Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. Keep up-to-date with new Bank product offerings and services. Maintain the marketing and brochure supply for Preferred Bankers. Adhere to and comply with 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. Identify and report suspicious activity to the Anti-Money Laundering Officer. Stay up to date on fraud tactics, watch for red flags, and escalate to our fraud partners when needed. Qualifications, Education, Certifications and/or Other Professional Credential Bachelor's degree preferred 3+ years of experience within Banking or Financial Services, with a solid understanding of bank products, systems, and regulatory environments Highly organized with a demonstrated ability to prioritize competing requests, manage details accurately, and perform effectively in a fast‑paced, high‑touch environment Strong interpersonal and written communication skills, with the ability to partner effectively with internal stakeholders and deliver a consistently elevated client experience Proven commitment to operational excellence and delivering white‑glove service, with keen attention to detail and follow‑through Hours & Work Schedule Hours per

Week:

40 (this is an non-exempt position and meeting deadlines requires flexibility in time management and additional hours as needed, specifically mornings)

Work Schedule:

M-F Hybrid Schedule 4 days in/1 day WFH (Fridays) Pay Transparency The salary range for this position is $75,000 - $95,000 per year, plus an opportunity to earn an annualized discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. 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 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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Awards We've Received Glassdoor Best Place to Work in Consulting, Finance & Insurance Human Rights Campaign Corporate Equality Index 100 Award Newsweek America's Most Charitable Company The Banker's US Bank of the

Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:

IN Best Places to Work for Disability Inclusion