Citizens · 4 hours ago
PB Client Relations Manager
Manchester-by-the-Sea, MA
Full-time
Hybrid
Mid, Senior Level
5+ years expCitizens is a financial institution focused on Wealth Management and Business Banking. The Client Relations Manager assists clients with the loan application process and provides post-loan support, ensuring a seamless experience from pre-approval to closing.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available. This would include hosting brokers open houses, creating a database of local realtors and helping with community involvement in our newly expanded footprint in Manchester by the Sea. Also, to meet with centers of influence and businesses in the footprint. Also work with our data base on an outreach initiative to clients in Cape Ann to obtain new private banking relationships
Firm understanding of Relationship Manager's clientele and product specialty
Routinely reviews existing client base for deposit and private wealth opportunities and prospects
Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity)
Assists their respective relationship manager with coordinating client meetings, events, and gifts
Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close:
Pre-qualifications and documentation analysis for prospective clients
Answering questions about Initial Loan Estimate
Working closely with the Lending Specialist to obtain additional needed documentation
Working closely with their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring this is completed in the pre-approval stage
Coordinating with escrow to schedule their loan closing post approval and assisting with client's down payment to escrow
Answering client questions on closing disclosure and loan documents
Ensuring client is set up with online tools for viewing and managing their mortgage
Work closely with a private banker to field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more
Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent
Qualification
Required
5+ years of experience with private bank clients in supporting relationship manager activities
Demonstrated track record of managing the lending process from open to close
Preferred
Bachelors degree
Preferred specialized knowledge of residential lending analysis for sophisticated clients
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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