Apply on Employer Site

Citizens · 2 weeks ago

Manager, Private Bank Office - West Palm Beach

West Palm Beach, FL

Full-time

Onsite

Mid, Senior Level

5+ years exp

Citizens is expanding its Private Bank Office in West Palm Beach and is seeking a Manager for this location. The role involves driving performance, enhancing client experience, and developing colleagues while ensuring a strong client-centric culture.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment

Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success

4 years sales management experience in Retail or Branch Banking environment

Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment

Drive an exceptional customer experience validated through customer satisfaction surveys

Maintain strong partnerships with community & civic organizations

Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached

Develop collaborative relationships with various partners to help grow business deposits

Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development

Qualification

Sales managementBanking/financial servicesLeadership experienceCustomer experienceCommunity relationsBachelors degreeCoachingDevelopmentPerformance reviews

Required

Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success

4 years sales management experience in Retail or Branch Banking environment

Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment

Drive an exceptional customer experience validated through customer satisfaction surveys

Maintain strong partnerships with community & civic organizations

Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached

Develop collaborative relationships with various partners to help grow business deposits

Conduct weekly 1x1's, employee performance reviews, and ad-hoc discussions to help with overall performance and development

5+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required

Bachelors degree in Business/Finance or commensurate experience required

Demonstrated success in deposit and new account growth in this sector required

Preferred

Local relations and community contacts preferred with existing pipeline of prospects/business

Benefits

Background Check

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees