Citizens Bank - Plymouth, MI
posted about 2 months ago
Full-time - Mid Level
Plymouth, MI
Credit Intermediation and Related Activities
About the position
The Citizens Private Client Relationship Manager is responsible for engaging with affluent and high-net-worth clients to provide personalized financial planning and advice. This role focuses on building and maintaining strong client relationships, understanding their financial goals, and collaborating with a team of financial professionals to deliver tailored banking and investment solutions. The position emphasizes a client-centric approach, continuous improvement, and professional development within the Core Banking Division.
Responsibilities
- Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources.
- Perform regular, proactive outreach to manage, deepen and retain client relationships.
- Conduct thorough discovery to understand clients' family dynamics, goals, and current financial situations.
- Engage with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans.
- Introduce appropriate opportunities to segment partners based on clients' financial goals.
- Provide regular, value-added engagement with clients through meetings and consistent communication.
- Leverage Salesforce CRM tool to document client interactions in detail.
- Build an activity-based business development plan centered around proactive outreach.
Requirements
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience.
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses; at least two licenses required.
- Demonstrated success in a client-centric, proactive sales environment.
- Experience in cultivating relationships and new client acquisition.
- Success in maintaining relationships through exceptional service and revenue generation.
- Excellent written and verbal communication skills.
- Knowledge of industry regulatory requirements.
Benefits
- Customer-centric culture
- Access to training and tools for career growth
- Supportive and collaborative workforce
