PB Sr Client Relations Manager

Citizens Bank
San Francisco
Workplace: OnsiteFull timeUSD 185,000 - 240,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Mentoring","Coaching","Communication","Relationship management","Client service"]

Assist clients through the loan application process and provide post-loan servicing support, using deep knowledge of loan origination and servicing channels for mortgage and deposit requests. Partner closely with Relationship Managers, field prospect and client inquiries, manage the active loan pipeline from preapproval through closing, and lead credit pre-screening conversations with Private Bank Credit Officers. Mentor and coach junior colleagues to deliver exceptional client service.

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Citizens Bank
Citizens Bank
4 days ago

PB Sr Client Relations Manager

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Last checked: 16 hours agoStatus: Live

Job Summary

Assist clients through the loan application process and provide post-loan servicing support, using deep knowledge of loan origination and servicing channels for mortgage and deposit requests. Partner closely with Relationship Managers, field prospect and client inquiries, manage the active loan pipeline from preapproval through closing, and lead credit pre-screening conversations with Private Bank Credit Officers. Mentor and coach junior colleagues to deliver exceptional client service.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Manager level

Key Responsibilities

  • •Assist with prospects by taking introductory meetings and providing rates when the Relationship Manager is unavailable.
  • •Respond to client inquiries and servicing requests in a timely manner, including coordinating client meetings, events, and gifts with Relationship Managers.
  • •Review the existing client base to identify deposit opportunities and prospects.
  • •Manage the active loan pipeline from preapproval through underwriting, closing, and post-close support, including documentation analysis and answering questions about the Initial Loan Estimate.
  • •Play a leading role in credit pre-screening conversations and mentor junior colleagues on technical skills, best practices, and professional development.

Pay and Benefits

Salary: USD 185,000 - 240,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsFlexible WorkWellness StipendPaid Leave

Key Requirements

  • •5-10+ years of experience supporting Relationship Managers and private bank clients.
  • •Proven track record managing the lending process from origination through closing, including commercial and consumer lending and credit analysis for businesses and HNW clients.
  • •Bachelor’s Degree.
  • •Experience structuring and documenting complex loan structures.
  • •Excellent written and verbal communication with the ability to manage relationships and partner with clients and internal stakeholders.
Experience:5+ years
Education:Bachelor's
Skills:MentoringCoachingCommunicationRelationship managementClient service
Languages:English

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