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Citizens · 4 hours ago

Private Bank Relationship Manager

400 Royal Palm Way, Palm Beach, FL, 33480, US

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Citizens Private Bank is focused on enhancing its Wealth Management services and expanding its Business Banking sector. The Private Bank Relationship Manager is tasked with creating and expanding client relationships while generating new business opportunities through networking and marketing efforts.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Serve as a growth contributor for designated team – includes working closely with analysts and other support team members for their development

Responsible for generating new business opportunities

Identifying potential cross-sell opportunities from prospects and existing clients and liaising with internal colleagues who are able to help execute those cross-sell opportunities (cash management, private banking, wealth management, foreign exchange, etc.)

Fully understand the Bank’s credit appetite and review new and existing opportunities to identify potential credit risks

Manage new and existing client relationships with clients through frequent client meetings and communications to ensure strong, stable relationships

Conduct marketing and community building efforts to reach prospective clients and engage with participants to educate individuals on the Bank’s offerings and credit opportunities

Qualification

Client relationship managementBusiness developmentFinancial modelingCross-sellingCredit analysisMarket developmentProduct knowledgeNegotiation skillsCommunication skillsTeam leadership

Required

Minimum 10+ years of relevant experience

Exhibits a history of competency in soliciting, developing, servicing, and structuring deals

Able to handle the most difficult and sensitive client relationships

Capable of handling negotiations, including in the area of loan documentation

Independent thinker and self-starter

Excellent credit skills

Responsible for cross-selling and product knowledge/application

Highly skilled in financial modeling and able to quickly structure credit in modeling environment

Skilled at maintaining good communication across business unit and broader organization

Expected to provide guidance

Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to Bank

Stays abreast of changes in Bank products and services, is capable of identifying appropriate client product fit, and is able, at a high level, to present each product to a client or prospect

Actively coordinates with cross sell partners to help facilitate the sale of additional Bank products

Actively organizes and manages/leads Bank meetings with clients and appropriate internal partners and team members

Enthusiastic, resilient, and energetic

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