Search jobs > San Francisco, CA > Private banker

Sr Private Banker

Citizens Financial Group, Inc
San Francisco, CA
$100K-$150K a year
Full-time

Job Description

As the Sr Private Banker, you will use your expertise in bank products and procedures to ensure success across the team. You will perform Private Banker responsibilities with a focus on any key client relationships.

You'll build strong partnerships with Business Bankers / Relationship Managers and help develop client strategies to win business.

You will work effectively across the organization and provide input and help implement new bank-wide initiatives.

Primary responsibilities include

  • Assist Business Bankers / Relationship Managers with business development and set a standard for excellent customer service and satisfaction.
  • Provide hands on coaching to bankers and associates.
  • Partner with Business Bankers / Relationship Managers to identify and develop strategies for client industries and to make the team successful.
  • Leverage data and reporting to track the success of the team and make changes where necessary.
  • Work with all areas of Citizens to provide input for the design and implementation of new products, services and policies and procedures.
  • Work with other team members, including Relationship Managers, loan processors and client liaisons, to provide a more efficient sales and workflow environment.
  • Adhere to 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.

Required Qualifications :

  • A bachelor's degree
  • Five+ years of experience in a professional financial services role working with private bank clients

Preferred Skills / Experience :

  • A commitment to be a collaborative team player
  • Knowledge of banking operations
  • Excellent verbal and written communication skills
  • Strong time management and organizational skills, with the ability to multitask

Hours & Work Schedule :

  • Hours per Week : 40
  • Work Schedule : Monday through Friday
  • Pay Transparency

The salary range for this position is $100,000 - $150,000 per year plus an opportunity to earn additional incentive earnings.

Actual pay is based on various factors including but not limited to the 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.

About Us

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.

Job Applicant Data Privacy Policy

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.

3 days ago
Related jobs
Promoted
Citizens Financial Group, Inc
San Francisco, California

As the Sr Private Banker, you will use your expertise in bank products and procedures to ensure success across the team. You will perform Private Banker responsibilities with a focus on any key client relationships. You'll build strong partnerships with Business Bankers/Relationship Managers and hel...

Citizens
CA, United States

As the Sr Private Banker, you will use your expertise in bank products and procedures to ensure success across the team. You will perform Private Banker responsibilities with a focus on any key client relationships. You’ll build strong partnerships with Business Bankers/Relationship Managers and hel...

Citizens Bank
San Francisco, California

...

Promoted
Comcast Corporation
San Francisco, California

Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences.As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations ...

Promoted
Bio-Rad Laboratories
Richmond, California

Establish and deliver key initiatives that support the organization's top priorities (Organic Growth, Operating Margin, Working Capital) and important metrics improvement, strategic project execution, and/or capability building. Lean Leader- acts as a subject matter expert in Lean and project manage...

Promoted
Shanti Project
San Francisco, California

Shanti Project (Shanti) is an innovative nonprofit organization that builds human connections to reduce isolation, enhance health and well-being, and improve quality of life for local community members. The LAASN Program Manager will utilize a harm-reduction and trauma informed perspective to provid...

Promoted
ACG Resources
San Francisco, California

VP CRE Relationship Manager bilingual Chinese (California). Maintain good customer relationship by responding promptly, accurately and courteously to enquiries, or request for advice relative to new or outstanding transactions. ...

Promoted
DAIKIN COMFORT TECHNOLOGIES DIST INC
San Leandro, California

Responsible for building and maintaining morale in the branch by demonstrating leadership qualities and setting an example for staff, promoting teamwork both within the branch, local team and within the region. Provide Regional Operations Manager (ROM) any requested branch specific information and p...

Promoted
BioPhase
CA, United States

The Project Manager will manage project timelines by setting milestones and assigning tasks as well as monitor and summarize project progress. Assemble project teams, develop project plans and timelines, manage project budgets and costs, and conduct routine project meetings. They should possess a br...

Promoted
Charles Schwab
Tamalpais-Homestead Valley, California

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a c...