Private Bank, Relationship Manager (Philadelphia, PA)
Citizensa day ago
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OnsiteFull-timeDirector
Summary
Citizens is seeking a Private Bank, Relationship Manager to join their team in Philadelphia, PA. The role involves creating and expanding client relationships within the CFG Private Bank and generating new business opportunities.
About the Role
As a Private Bank Relationship Manager, you will be responsible for developing new business through prospecting, managing client relationships, and identifying cross-sell opportunities. You will work closely with analysts and support team members, conduct marketing efforts, and ensure a deep understanding of the Bank's operations and product offerings.
About You
Required:
- Minimum 10+ years of relevant experience in banking or financial services.
- Proven track record in soliciting, developing, servicing, and structuring deals.
Preferred:
- Strong negotiation skills, particularly in loan documentation.
- Excellent credit skills and financial modeling capabilities.
Benefits
- Customer-centric culture focused on helping clients and community engagement.
- Access to training and tools for career growth.
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. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady
Philadelphia, PA