Citizens · 8 hours ago
Private Bank Office Manager
400 Royal Palm Way, Palm Beach, FL, 33480, US
Full-time
Onsite
Senior Level
5+ years expCitizens is a financial institution seeking a Private Bank Office Manager to enhance performance, client experience, and colleague development through effective leadership. The role involves creating a client-centric culture, mentoring branch colleagues, and managing branch operations to achieve sales goals and maintain financial integrity.
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
Required
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
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
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
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
Preferred
Local relations and community contacts preferred with existing pipeline of prospects/business
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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