Citizens Bank - Amherst, NY
posted about 1 month ago
The Private Client Relationship Manager (PCRM) at Citizens 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 professional development within a supportive team environment.
Match and compare your resume to any job description
Start Matching