Private Bank Client Experience Associate

Citizens Bank

Johnston, RI, US
Hybrid
Assist clients with transactions
Exceptional client service
Identify client banking needs
Assist clients with all transactional needs and work closely with Preferred Bankers and Relationship Managers to strengthen client relationships

Job Summary

  • Assist clients with all transactional needs and work closely with Preferred Bankers and Relationship Managers to strengthen client relationships.
  • Identify client banking needs both personal and business related, and communicate those needs to Preferred Banking Teams and Relationship Managers.
  • Serve as the first line of defense for fraud and risk, while providing ongoing exceptional client service.

Matching Summary

Assist clients with all transactional needs and work closely with Preferred Bankers and Relationship Managers to strengthen client relationships.

Skills & Requirements

Must-have

  • Assist clients with transactions
  • Exceptional client service
  • Identify client banking needs
  • Fraud and risk mitigation
  • Adhere to federal and state laws

Nice-to-have

  • Intellectually curious
  • Collaborative team player
  • Adaptable to changing processes

Key Requirements

  • Minimum of two years of experience in retail or private banking
  • Excellent verbal and written communication skills
  • Strong time management and organizational skills
  • Thorough knowledge of banking operations and applications
  • Ability to build and maintain strong business relationships
  • Ability to work in a fast-paced environment
  • Ability to work independently
  • Computer proficient
  • Must be able to travel as position requires

Work Rights

Not specified

Tailored Resume

Cover Letter