Sr Private Banker, PBO

Job Description

As a Private Bank Office Senior Banker you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker / Relationship Managers' client base. You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank. You'll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

Primary responsibilities include

• Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
• Being the deposit and cash management experts (and cross-selling where needed)
• Helping to "sell the bank" with net new prospects
• Maintain and deepen client relationships
• Relationship management (in partnership with the RMs, BBs, and PBs)
• Refer clients to business partners where needed
• Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business

Bankers' / Relationship Managers' client base.

Qualifications, Education, Certifications and / or Other Professional Credentials

Hours & Work Schedule

Pay Transparency

The salary range for this position is $90,000 - $110,000 per year, plus an opportunity to earn an annual discretionary bonus. 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

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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.