Private Bank Client Experience Associate

As a Client Experience Associate, you will have an opportunity to assist clients with all transactional needs, and work closely with Preferred Bankers and Relationship Managers to strengthen those client relationships. In your role, you will often assist clients with transactions and research in person, over telephone and via e-mail. With your one-on-one client interaction, you are encouraged to identify client banking needs both personal and business related, and communicate those needs to Preferred Banking Teams and Relationship Managers. You will also be the first line of defense for fraud and risk. 

What you’ll do as a Client Experience Associate:

• Assist clients with transactions including, but not limited to cash and check deposits and withdrawals, internal transfers, CD renewals, and wire transfers. 
• 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.
• As a representative of Citizens Private Bank, provide ongoing exceptional client service.
• Leverage bank partners for client needs that cannot be fulfilled with Client Services alone (ie FX wires, Off Balance Transfers, etc.)
• 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 policies and procedures. 
• Identify additional client banking needs and communicate these needs to Preferred Banking Teams and Relationship Managers. 
• Maintain the marketing and brochure supply, and current rate sheets for in person clients and Preferred Bankers and Relationship Managers. 
• Ensure all in office signage is accurate and up to date. 
• Knowledge of secure office opening and closing and daily balancing procedures. 
• Engage with Technical Support Team across all applications if applicable
• Attend training sessions for upcoming Products and enhancements to existing products
• Identify process opportunities across the footprint to included process automation and self-servicing
• Strong organizational skills and ability to complete assignments within deadlines

Additional position requirements include:

• Strong organizational and prioritization skills.
• Minimum of two years of experience in retail or private banking. 
• Excellent verbal and written communication skills
• Strong time management and organizational skills, with the ability to multitask
• A commitment to be a collaborative team player
• A thorough knowledge of banking operations and applications
• Ability to build and maintain strong business relationships
• Ability to work in a fast-paced environment while maintaining a high degree of accuracy
• Ability to work independently and manage competing priorities
• Adapts well to new and changing processes
• Intellectually curious
• Must be able to review and analyze data reports and client facing documentation; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to travel as position requires.

Work Schedule:

Schedule: 12pm - 8:30pm, Monday - Friday, hybrid 4 days on-site, 1 day remote