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Citizens · 10 hours ago

Private Bank and Wealth Specialist Lending Client Relations Manager

1301 Avenue of the Americas, New York, NY, 10019, US

Full-time

Onsite

Mid Level

$105K/yr - $145K/yr

3+ years exp

Citizens Private Bank is focused on building out Wealth Management and expanding in key growth markets. The Private Bank Client Relations Manager will support the transition of the loan portfolio to a new origination platform, manage advisor relationships, and originate new loans, ensuring exceptional client experiences.

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Responsibilities

Oversee the credit portfolio/underwriting process and review credit approval packages

Provide guidance to support staff on loan requests and complex client inquires. Must have the expertise to step-in and handle difficult loan negotiations with clients

Delegation and assignment of credit requests for new prospective clients

Strong understanding and knowledge of the legal requirements related to credit facilities being covered by the team

Oversee the loan process through all stages (prospecting, underwriting, legal negotiation, closing, post-closing activities)

Serve as a primary contact for credit clients

Loan Migration: Repaper existing loan book onto the new origination platform

Advisor Collaboration: Work closely with advisors to manage client expectations and address lending needs

Loan Originations: Originate new BAU loans

Repaper Initiative: initially there will be a primary focus on facilitating the transition of the existing loan book from the legacy system to the new origination platform to ensure all client loans are accurately migrated and aligned with updated operational workflows. This involves:

Reviewing and validating existing loan documentation and collateral evaluations

Coordinating with internal teams to resolve discrepancies or missing information

Communicating with advisors to manage client expectations during the transition

Ensuring timely and accurate completion of all repapering tasks to minimize disruption to client relationships

Qualification

Lending experienceWealth Advisors collaborationCredit portfolio managementLoan originationBachelor's degreeClient-centric approachCommunication skillsProblem-solving

Required

3+ years of lending experience in specialty or custom lending for private bank/high net worth clients

2–3 years working partnering with Wealth Advisors and Relationship Managers

Demonstrate strong communication skills, a client-centric approach, and the ability to problem-solve and find solutions

Bachelor's degree in finance or related field

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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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