Jobs at Citizens

The VP of Mortgage Pipeline Valuation and Risk Modeling leads pricing strategy, develops analytical frameworks, and collaborates across teams to support financial performance and risk assessment in mortgage banking.

Manages and grows relationships with small-business clients generating $1–10 million annually. Responsibilities include consultative sales, portfolio management, identifying lending and deposit opportunities, assessing credit risk, cross-selling banking solutions, developing referral networks, and expanding the customer base through community involvement. The role requires business-to-business sales expertise, strong communication, market knowledge, and collaboration with banking, lending, and investing teams.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

Manage a complex retail petroleum and convenience store credit portfolio, including underwriting, financial analysis and modeling, risk evaluation, renewals, modifications, documentation, compliance, and ongoing monitoring. Analyze industry-specific performance metrics, identify portfolio risks, resolve credit administration issues, support client relationships, and collaborate with relationship managers and senior leaders. The role requires expert credit knowledge, limited supervision, and effective communication with clients and internal stakeholders.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.

Branch-based Wealth Advisor builds personalized wealth management plans, grows client relationships through outreach and partner referrals, leverages specialists for investment, insurance, and estate planning, and focuses on new business development and high-net-worth servicing.

Develop and manage a personalized wealth management practice, proactively prospect and engage clients, grow relationships via partner referrals, and collaborate with internal specialists to deliver financial planning, investment, insurance, and estate planning services.

Leads mortgage and home equity loss mitigation operations, managing approximately 36 associates and overseeing performance, risk, compliance, vendors, financial outcomes, and customer experience. Drives process improvement using Lean, Agile, automation, and digital tools; ensures adherence to investor, insurer, and regulatory requirements; manages remediation, loan modification execution, staffing, expenses, and operational reporting. Partners with senior leaders, Product, Strategy, Risk, Compliance, Legal, Claims, and Accounting.

Supports private bankers and relationship managers by delivering white-glove client service, assisting with account openings and documentation, maintaining client relationships, identifying business opportunities, and supporting compliance, fraud monitoring, marketing materials, and administrative activities. Provides backup coverage, participates in business development calls, and develops knowledge of deposit, trust, wealth management, and loan products.

Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.

Branch-based Wealth Advisor builds and manages personalized wealth management practices, conducts client discovery, develops tailored financial plans, grows relationships and referral channels, and collaborates with internal specialists to deliver investment, insurance, estate, and financial planning services.

Own the vision and roadmap for Underwriting and Portfolio Management platforms (Salesforce and internal web apps). Lead stakeholders, define KPIs, coordinate agile teams, manage risks, and drive Salesforce strategy and platform initiatives aligned to corporate goals.

Perform floor maintenance, stripping and waxing, carpet and upholstery cleaning, and deep cleaning across assigned retail and office facilities. Provide janitorial coverage, complete work orders through a computerized maintenance management system, maintain vehicle supplies and equipment, and communicate professionally with customers and colleagues. The role requires lifting up to 50 pounds, stair access, travel between sites, and a Monday–Thursday second-shift schedule with possible overtime.

Performs floor maintenance, stripping and waxing, carpet and upholstery cleaning, and deep cleaning across assigned retail and back-office facilities. Provides janitorial coverage, completes work orders through a computerized maintenance management system, maintains cleaning supplies and company equipment, and travels between designated sites. Requires physical ability to lift 50 pounds, climb stairs, work evenings, and maintain professional communication with colleagues and customers.

The Private Client Relationship Manager engages affluent clients to grow deposits, investments, and lending balances through financial planning conversations and exceptional client service.

Provides empathetic inbound and outbound phone and chat support for deceased customer accounts, estates, beneficiaries, attorneys, and internal partners. Processes estate-related loan and deposit requests, gathers documentation, researches account inquiries, resolves issues within service levels, and maintains accurate records. The role requires compliance with legal and regulatory requirements, collaboration across departments, multitasking, and accurate completion of repetitive operational tasks in a fast-paced banking environment.

Underwrite and manage leveraged loan transactions for corporate and private equity clients, perform financial modeling and analysis, assess credit risk, prepare approval materials, monitor portfolio performance and covenant compliance, and support senior team members on due diligence, industry research, and client interactions.

Underwrite complex home equity line of credit applications by analyzing borrower documentation, creditworthiness, tax returns, K-1s, verifiable income, and repayment ability. Apply consumer lending policies, regulatory guidelines, and secondary market requirements to make sound credit decisions, mitigate risk, document methodologies, and identify counteroffer opportunities while meeting quality and productivity standards.

Lead identification, assessment, and mitigation of operational, technology, compliance, and fraud risks for ACH, RTP, and Wire payment channels. Provide governance for change management, control monitoring, RCSA execution, vendor risk, incident management, and remediation. Partner with product, technology, compliance, audit, and regulators and support pilots and risk investigations.