Sr Private Banker, PBO

Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 55.28 - 67.3 hourlyFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: associatesSkills: ["Problem-solving","Critical thinking","Customer service","Relationship management","Communication"]

Serve as the deposit and cash management expert within the Private Bank Office, delivering a “white glove” client experience while growing overall deposits. Build and deepen relationships for a high-net-worth client base by servicing and cross-selling Citizens’ wealth, asset management, and banking products. Handle account onboarding, documentation, transactions, identity verification, and compliance requirements (including AML). Partner with relationship managers and refer opportunities to business partners as needed.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Sr Private Banker, PBO

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Serve as the deposit and cash management expert within the Private Bank Office, delivering a “white glove” client experience while growing overall deposits. Build and deepen relationships for a high-net-worth client base by servicing and cross-selling Citizens’ wealth, asset management, and banking products. Handle account onboarding, documentation, transactions, identity verification, and compliance requirements (including AML). Partner with relationship managers and refer opportunities to business partners as needed.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver a white-glove client experience and grow overall deposits for the office.
  • •Provide deposit and cash management expertise, including cross-selling where needed.
  • •Develop and maintain client relationships and help with net-new prospect outreach.
  • •Open accounts and services, obtain documentation for onboarding/services/changes, and ensure expedited delivery.
  • •Support client transactions and compliance, including identity verification and adherence to AML-related laws and policies.

Pay and Benefits

Salary: USD 55.28 - 67.3 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveWellness StipendPaid LeaveFlexible Work

Key Requirements

  • •3+ years of experience in private banking.
  • •Bachelor's degree required.
  • •Review and analyze data reports and client-facing documentation; must be computer proficient.
  • •Strong problem-solving and critical thinking skills.
  • •Communicate effectively via telephone and in person; must be able to travel as position requires.
Experience:3+ yearsPrivate bankingHigh net-worthWealth management
Education:Associate's
Skills:Problem-solvingCritical thinkingCustomer serviceRelationship managementCommunication

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website