Citizens · 13 hours ago
Government Banking Client Advocate
Westwood, MA
Full-time
Onsite
Senior Level
5+ years expCitizens is a financial services company dedicated to providing excellent service to its clients. The Government Banking Client Advocate will partner with Relationship Managers to onboard new business, retain existing clients, and identify cross-sell opportunities while managing a portfolio of high-value relationships.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Collaborate with Relationship Managers and service staff to deepen relationships, expand business, and identify profitable cross-sell opportunities
Build and maintain strong client relationships through virtual and in-person meetings, email, and phone communication. Maintain detailed records of client interactions
Support onboarding of new accounts and treasury products, ensuring a smooth transition into the bank. Provide timely feedback to the Relationship Manager throughout, verify client satisfaction, and ensure all new or updated pricing is accurately reflected on customer statements
Detect and resolve onboarding issues promptly; work with team to troubleshoot technical challenges experienced by clients and communicate these to the relationship manager if a higher view of oversight is needed
Coordinate cross-functional meetings to address client concerns and recommend training if needed, through the customer service team
Participate in sales meetings and team off-sites, contributing industry insights and client feedback
Participate in Risk and Control initiatives, including monthly meetings and training, to ensure compliance with internal policies and state regulations
Identify and escalate risks associated with new or existing clients to Relationship Managers or Senior Leadership
Approve monetary transactions within assigned limits, ensuring accuracy and adherence to control procedures
Contribute to reporting, training, project work, system conversions and other duties as required
Qualification
Required
Strong organizational skills and ability to manage multiple tasks independently
Detail-oriented with excellent analytical and interpersonal skills
Exceptional communication and presentation abilities
Advanced proficiency in Microsoft Office and banking systems
Knowledge of Salesforce is helpful
Minimum 5 years of banking experience, with thorough knowledge of bank operations and deposit products
Minimum 3 years of cash management experience in sales, service or operations
Proven customer service experience
Preferred
Bachelor's degree preferred or equivalent professional experience
Company
Citizens
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.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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