PB Client Relations Manager

Overview

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 individuals who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty.

• Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available. This includes hosting brokers open houses, creating a database of local realtors, and helping with community involvement in our expanded footprint in Manchester by the Sea. Also meet with centers of influence and businesses in the footprint. Also work with our database on an outreach initiative to clients in Cape Ann to obtain new private banking relationships.
• Firm understanding of Relationship Manager's clientele and product specialty.
• Routinely reviews existing client base for deposit and private wealth opportunities and prospects.
• Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity).
• Assist their respective relationship manager with coordinating client meetings, events, and gifts.
• Manage the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close:
  • Pre-qualifications and documentation analysis for prospective clients.
  • Answering questions about Initial Loan Estimate.
• Work closely with the Lending Specialist to obtain additional needed documentation.
• Work closely with their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring this is completed in the pre-approval stage.
• Coordinate with escrow to schedule their loan closing post approval and assist with client’s down payment to escrow.
• Answering client questions on closing disclosure and loan documents.
• Ensure client is set up with online tools for viewing and managing their mortgage.
• Work closely with a private banker to field deposit related operation requests, including wires and transfers, online banking support assistance, obtaining statements and tax documents, research requests, and more.
• Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent.

• 5+ years of experience with private bank clients in supporting relationship manager activities, preferred.
• Demonstrated track record of managing the lending process from open to close.
• Bachelors degree preferred.
• Preferred specialized knowledge of residential lending analysis for sophisticated clients.

• Hours per Week:
• Work Schedule:
  
  Position is based in Manchester by the Sea. Expectation is to be in the Manchester office 4 days a week with one of those days potentially in Boston.

The salary range for this position is $105,000 - $145,000 per year plus an opportunity to earn additional incentive earnings. 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit

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.

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, genetic information, genetic characteristic, marital or domestic partner status, 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.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.