Private Bankers are responsible for attracting wealthy, affluent and professional customers to Citizens Bank & Trust. They also work to bring in new customers who are considered 'centers of influence' in the community. The bankers often meet their clients outside of the bank at a time and place convenient to the clients, and strive to give exemplary service in their market segment. Private Bankers often coordinate guidance of their clients' financial affairs with other trusted advisors, such as attorneys, accountants and insurance agents. In addition, they are often the primary contact in the relationship that their clients have with other Citizens Bank & Trust team members (commercial lenders, trust advisors, etc.). Therefore, the private bankers are continually reaching out to centers of influence within the community and within our own company, so that the bankers will be well-known and highly regarded by other advising professionals. Private Bankers have production goals for new business into the bank, including deposits, loans, and investment management services.
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