Universal banker Jobs in Sunnyvale, CA

Job Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client's unique circumstances.

A Senior Private Banker is responsible for managing, retaining, and growing a client portfolio by providing tailored financial solutions, wealth management services, and investment strategies. This role involves developing long-term relationships with clients, understanding their financial needs, and providing an exceptional client experience.

Full knowledge and understanding of all the systems related to the role. Collaborate cohesively with colleagues and build strong internal partnerships within the Private Bank. Be an active participate in bank-wide initiatives to improve processes, procedures, products, and services. Abide by banking regulations and compliance policies.

Primary responsibilities include

Client Relationship Management :

• Work with Business Bankers / Relationship Managers to Build, maintain, and expand relationships with businesses, families, and individuals
• Serve as a primary banking advisor for clients; understanding financial goals, risk appetite, and investment preferences.
• Collaborate with internal teams to deliver holistic financial solutions (Treasury, Lending, PWM, Foreign Exchange, etc.)
• Serve as the primary point of contact for client inquiries, handling account requests, and issue resolution with a focus on responsiveness and high-touch service.
• Knowledge on a range of banking, treasury and lending products.
• Coach and mentor bankers and associates, providing guidance on client management, industry trends, and technical banking solutions to support their professional development.

Business Development / Product Development / Process Improvement :

Risk and Compliance Management :

Key Competencies :

Qualifications & Experience :

Hours & Work Schedule

Pay Transparency

The salary range for this position is $130,000 - $160,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity / paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https : / / jobs.citizensbank.com / benefits.

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.