Description

As a Private Bank Office Lead, you will oversee daily activities in designated branch location. This includes driving branch initiatives, mitigating risk by ensuring all colleagues are following policy and procedures in accordance of regulations and audit readiness, and customer experience through inspirational leadership, highly collaborative partnerships. The PBO Lead fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs, and the ability to drive the team to meet customer financial goals.

The PBO Lead will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and training; ensuring that business processes and exceptional customer experiences are being delivered consistently. The Lead will assist the PBO Manager in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The Lead must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. As an ambassador for our brand, the Lead is a visible representative in the field and community helping office colleagues cultivate new customer relationships and deepen existing ones.

Primary responsibilities include

Show accountability by taking ownership of the business and willingness to make customer-focused decisions when neededTake ownership of daily operational activities including delegation of required actionsEstablishing and maintaining an operational standard that ensures operational excellence, meeting all regulatory requirements to ensure a satisfactory auditEnsure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reachedStrong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results.Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers.Maintain an active role through partnerships with community and civic organizations 

Hours & Work Schedule

Hours per Week: 40Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.