Description
Citizens Private Bank continues to grow as a strategic initiative across California and other markets. This role is a integral member of a Relationship Manager team, functioning as key support for client interactions, Relationship Manager calendar, schedule, executive functionality, as well pipeline and business management.
Demonstrate a level of sophistication and accountability in the handling of highly sensitive clients and information with a focus on white glove service. Ideally this individual will grow in responsibility and exposure with the team as the perform in this role - this person is often the first impression representing the Brand to the front line and internally and needs to utilize judgment to determine how best to serve the client based on their communication to the Relationship Manager and address urgent responses and issues.
Primary responsibilities include
- Support high performing sales leader with expense management, travel, and schedule, technology support, phone and email responses/monitoring, contact information/details and also provide support to team members as needed in line with business deliverables. May attend meetings and take notes for team/Relationship Manager review. Supervise and guide events and calendar to ensure maximum efficiency for sales leader.
- Marketing Support - ensure marketing materials are compliant and current and office supplies are on-hand and available for client meetings and events; organize catering and client gifts and communicate invitations and thank you notes. Social media postings, maintain information flow/news and content management.
- Maintain file management and client written communications and organize various business activities and tasks related to gifts, centers of influence, other referral sources internally and externally; call logs and client notes tracked and updated in One Note.
- Team leadership and management, which includes allocating resources, assigning tasks, minoring progress to ensure timely completion of deliverables.
- Stakeholder engagement, where the incumbent engages with internal stakeholder to understand their business support needs and requirements.
- Process optimization and efficiency, where the incumbent identifies opportunities to streamline and optimize business support processes and workflows and service delivery and performance, which involves proactively identifying and addressing issues or bottlenecks in service delivery, striving for continuous improvement.
Qualifications
- 3+ years of experience in supporting a high performing sales leader and team in the financial services or related industry utilizing MS Office Outlook for scheduling/email and calendar management required
- Bachelors degree preferred
- Demonstrated strong written and verbal communication skills
- Attention to detail, action-oriented and organized are preferred attributes of a ideal candidate
- Systems knowledge - MS Office 3+ years experience and with at least 1 year Office 365 version required; Concur is a plus, Zoom and Teams (or similar virtual meeting software)
- Ability to be a positive, friendly team member who is flexible and adapts to quickly changing priorities working closely on-site in an office as a collaborative teams
- Curious and invested in the future of the business and a desire for growth and interfacing with clients
- Problem solving mindset and excellent time management skills
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
Pay Transparency
The salary range for this position is $90,000+ per year. 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 https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt 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
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.
