Private Client Relationship Manager
Citizens Bank•Amherst, NY
437d•$70,000 - $90,000
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About The Position
The Citizens Private Client Relationship Manager (PCRM) is responsible for engaging with affluent and high-net-worth clients to provide personalized financial planning and advice. The role focuses on acquiring new clients, deepening existing relationships, and collaborating with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals. The position emphasizes a client-centric approach, continuous improvement, and exceptional service delivery.
