Description
Citizens Private Bank is opening a location in Mill Valley, CA, as part of its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We’re looking for talented Private Bank Office team members, who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. Join our culture of client-centricity and collaboration as you deliver the best the bank has to offer.
Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients.
As a Private Bank Office Manager you will drive office performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. This person is directly responsible for creating and maintaining a strong client-centric culture and is the primary mentor and manager to branch colleagues. The role fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service ‘value’ and differentiating solutions that address clearly understood customer needs.
The Private Bank Office Manager plays a critical role in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. This person will put performance development as priority, emphasizing the importance of continuous learning and implementing coaching plans to assist colleagues in relationship development that ultimately leads to achieving personal/branch goals.
The Private Bank Office Manager must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. This person is also responsible for the branch P&L and, therefore, must understand financials and key business drivers and use that understanding to guide sound decision-making. In addition, this person leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded. As an ambassador for our brand, the Private Bank Office Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment.
- Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success
- 4 years sales management experience in Private Banking office/branch environment
- Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
- Drive an exceptional customer experience validated through customer satisfaction surveys.
- Maintain strong partnerships with community & civic organizations.
- Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
- Develop collaborative relationships with various partners to help grow business deposits
- Conduct weekly 1×1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development
Pay Transparency
The salary range for this position is $90,000+ per year plus an opportunity to earn additional incentive earnings with total compensation of $150,000+. 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
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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 value diversity, equity and inclusion, and treat everyone with respect and professionalism. 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 Us At 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
