Citizens Private Bank Client Relations Manager

Citizens Bank
New York
Workplace: OnsiteFull timeUSD 155,000 - 185,000 annuallyFunction: Communications, PR & CommunityExperience: 3+ yearsEducation: bachelorsSkills: ["Analytical skills","Communication skills","Relationship management","Judgment","Persistence"]

Originate, structure, and manage securities-based lines of credit for high-net-worth clients. Partner with Financial Advisors, Product partners, and Operations to deliver customized liquidity solutions while meeting collateral, concentration, and risk guidelines. Facilitate BAU credit structures and modifications, analyze collateral and lending risks, and run the lending lifecycle from application through funding, serving as the primary advisor point of contact and educating stakeholders on lending products and best practices.

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Citizens Bank
Citizens Bank
3 days ago

Citizens Private Bank Client Relations Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Originate, structure, and manage securities-based lines of credit for high-net-worth clients. Partner with Financial Advisors, Product partners, and Operations to deliver customized liquidity solutions while meeting collateral, concentration, and risk guidelines. Facilitate BAU credit structures and modifications, analyze collateral and lending risks, and run the lending lifecycle from application through funding, serving as the primary advisor point of contact and educating stakeholders on lending products and best practices.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities.
  • •Analyze collateral eligibility, advance rates, concentration limits, and portfolio-related lending risks.
  • •Manage the lending process from application through funding, ensuring a seamless client and advisor experience.
  • •Serve as a primary point of contact for Financial Advisors on securities-based lending solutions.
  • •Educate advisors and clients on securities-based lending products, policies, and best practices while coordinating with Operations and Product to resolve issues.

Pay and Benefits

Salary: USD 155,000 - 185,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeavePaid LeaveWellness Stipend

Key Requirements

  • •Bachelor's degree in Finance, Business, Economics, or a related field.
  • •Minimum of 3 years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or a related financial services role.
  • •Demonstrated ability to manage multiple priorities and deadlines in a fast-paced service environment.
  • •Excellent analytical, communication, and relationship-management skills.
  • •Proven ability to learn complex financial products and apply sound judgment in support of clients and advisors.
Experience:3+ yearsSecurities-based lendingPrivate bankingWealth managementLending operationsCredit administration
Education:Bachelor's
Skills:Analytical skillsCommunication skillsRelationship managementJudgmentPersistence
Tech Stack:SupernovaCRM systems

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