Private Banker, PBO

Overview

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Join to apply for the Private Banker, PBO role at Citizens

Description

At Citizens Private Bank, as a Private Banker , you will have the opportunity to work in service, support, and sales, while creating a world class/white glove experience for our UHNW clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker and Relationship Managers’ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing a full range of personalized products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and delivering a seamless and high-touch 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 expert (and cross-selling where needed)
• Helping to “sell the bank” with net new prospects
• Maintain and deepen client relationships acting as a trusted advisor
• 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.
• Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
• Obtaining documentation for initial onboarding, services, changes, and any exceptions
• Opening accounts and other services to ensure expedited delivery
• Assist clients with transactions, including but not limited to, deposits, withdrawals, internal transfers, CD renewals, and wire transfers.
• Fulfill additional client needs including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments.
• Verify client identities in accordance with Citizens Private Bank compliance and regulatory policies and procedures.
• Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.

Banker Qualifications

• A minimum of three years of experience in private (or Private Client) banking serving sophisticated clients, building relationships and supporting growth of deposits.
• History of working with high net-worth clientele preferred
• Banker qualifications differentiate based on competency level; years of experience, and existing client relationships to support deposit growth.

Hours & Work Schedule

Monday – Friday, 40 hours

Pay Transparency

The salary range for the PBO Banker position is $80,000 - $100,000 per year plus an opportunity to earn additional incentives. 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit

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, 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.

Why Work for Us
At Citizens, you\'ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 10/24/2025