Search the 71 jobs at Citizens

The Client Relations Manager at Citizens Private Bank assists clients with the loan application process, services their needs post-loan close, and stands in for the Relationship Manager when needed. Responsibilities include fielding prospects, reviewing client base for deposit opportunities, managing the loan pipeline, and coordinating client meetings. Qualifications include 5+ years of private bank client experience and a demonstrated track record in managing the lending process from open to close. A Bachelor's degree is preferred.

Assist the Operations and Wealth Manager Teams with tasks related to client onboarding, account openings, terminations, and client billings. Responsible for preparing documents, tracking client information, monitoring fee payments, and assisting with audits and ad hoc projects. Requires excellent organization, communication, time management, attention to detail, and ability to work independently or in a team.

Private Client Financial Advisors at Citizens Wealth Management deepen client relationships, analyze financial data, and recommend investment products. They collaborate with partners to meet sales goals and provide comprehensive financial planning services. The position requires Series 7, 66, CFP, CRC certifications, a bachelor's degree, 5+ years of experience, and knowledge of regulatory requirements.

Dynamic and experienced Talent Advisor Manager responsible for managing all facets of talent acquisition for an assigned business line(s). Lead and coach a team of talent advisors, build and maintain relationships with senior management, develop sourcing and recruiting strategies, and advise on hiring trends.

Private Client Financial Advisors at Citizens Wealth Management collaborate with clients to understand their financial goals, provide tailored advice, and recommend suitable investment products. They analyze financial information, develop solutions, and build relationships to achieve sales goals. The role requires industry experience, certifications, and expertise in financial planning tools, consumer lending, and digital literacy.

Responsible for overseeing operational teams, technology support, risk management, vendor management, and process improvement in the investment operations sector. Key responsibilities include leading back-office operations, ensuring accurate daily processing, preparing for audits, mitigating operational risk, and overseeing vendor relationships. Requires 10+ years of experience in investment operations management and a Bachelor's degree.

As a Private Client Relationship Manager at Citizens, you will engage directly with affluent and high-net-worth clients to provide tailored financial solutions and advice. Responsibilities include acquiring and retaining relationships, conducting thorough discovery, and collaborating with financial advisors to help clients reach their financial goals.

Seeking a Legal Operations Senior Associate to optimize internal processes, systems, and tools within the Corporate Legal Department. Responsibilities include providing guidance on new technology, researching industry best practices, developing work plans, analyzing data, defining strategic initiatives, and managing vendor relationships. Requires 6+ years of experience, Bachelor's degree, and strong communication and analytical skills.

Seeking a Manager Valuation with expertise in business valuation, economic damages, and financial advisory services. Responsibilities include overseeing valuation analytics, client engagement, and thought leadership activities. Qualifications include in-depth experience in valuation reports and managing engagement workflow.

Principal Data Analyst role with a focus on data management, analytics, and user interface. Utilize machine learning and AI to improve outcomes firm-wide. Create analytical datasets from large data sources and apply best practices for AI and machine learning. Present data solutions to business leadership and work independently with minimal guidance.

As a Private Client Relationship Manager at Citizens Private Client, you will engage directly with affluent and high-net-worth clients to exceed their expectations by providing tailored banking and lending solutions, conducting deep discovery conversations, and delivering best-in-class client experiences. Primary responsibilities include acquiring new relationships, managing existing relationships, conducting thorough discovery, strategizing on financial plans, and engaging with various partners to meet client goals.

As a Private Client Financial Advisor at Citizens, you will deepen client relationships, analyze financial information, present solutions, and collaborate with business partners to meet sales goals. The role requires Series 7, 66, CFP, or CRC certifications, a bachelor's degree, and 5+ years of experience in the industry.

As a Citizens Private Client Relationship Manager, you will engage directly with affluent and high-net-worth clients, acquire new relationships, conduct financial planning, and provide tailored banking solutions. Responsibilities include deepening client relationships, collaborating with financial advisors, and using Salesforce CRM for client interactions. Qualifications include a Bachelor's degree (preferred) or 3-5 years of relevant experience.

Private Client Financial Advisors at Citizens Wealth Management deepen relationships with clients, provide personalized financial advice, and sell investment, insurance, and banking products. Responsibilities include identifying client goals, analyzing financial information, and developing suitable solutions. Qualifications include Series 7, Series 66, CFP or CRC, a Bachelor's degree, and 5+ years of industry experience. Commission-based role with earning potential of $105,000 to $250,000 per year.

Responsible for overseeing interest rate risk (IRR) in the banking book and providing independent assessments of risk management strategies and processes. Key duties include maintaining oversight policies, monitoring exposures against limits, and collaborating with stakeholders to drive risk management strategy.

Ensure high-quality delivery of treasury services, strategic planning for Sponsorship Settlement, management of financial transaction risks, and regulatory compliance.

As a Citizens Private Client Relationship Manager, you will engage directly with affluent and high-net-worth clients to provide tailored expertise in banking and lending solutions, comprehensive financial planning, and exceptional client experience.

As a Citizens Access Specialist, you will provide high-quality customer support through phone inquiries, offer banking solutions, and receive extensive training to handle customer needs. The role requires a positive and customer-focused mindset with strong communication and problem-solving skills.

The Business Support Specialist at Citizens is responsible for reviewing investment client files, data entry duties, quality control, and scanning. They participate in operational risk management activities and branch file moves. Qualifications include strong communication skills, attention to detail, ability to work independently and in a team, and proficiency in Microsoft Office and Salesforce.

As a Fair Lending First Line Risk Manager, you will assess business processes to ensure compliance with fair lending and UDAAP requirements. Responsibilities include identifying and mitigating fair lending compliance risks, supporting business line projects, and providing guidance on regulatory changes.