Overview
Citizens aims to empower clients, colleagues, and communities to reach their potential through a client-centric culture, a commitment to continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice management support. This role, based in Horsham, PA 19044, collaborates with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team.
Responsibilities
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calls and in-branch or partner introductions.
- Grow net deposits, investments, and lending balances by conducting thorough discovery and financial planning discussions, identifying a client’s goals, and presenting personalized strategies aligned with those objectives.
- Strengthen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
- Provide exceptional, high-touch client experiences.
- Collaborate with Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
- Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless experience across Citizens.
- Leverage Salesforce CRM to track activity and progress.
Measures of Success
- Growth in net new investment assets in collaboration with Wealth Partners.
- Growth in new deposits, including checking, savings, and CDs.
- Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
- Client satisfaction as indicated by survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor’s degree preferred.
- 3 to 5 years of banking, wealth management, or other relevant equivalent experience.
- Experience working with affluent and high net worth clients.
- Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at the time of hire; Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
- Demonstrated success in a client-centric, initiative-taking sales environment.
- Experience establishing and maintaining relationships with clients and internal partners.
- Knowledge of industry regulatory requirements to ensure a sound control environment.
- Excellent written and verbal communication skills.
Licenses
- SIE, Series 6 (or 7) and Series 63 (or 66)
- Life, Health, and Accident Insurance licenses can be obtained within a defined timeline after hire
Compensation
Salary plus incentive compensation. The base salary is commensurate with experience.
Hours and Work Schedule
40 hours per week. Work schedule typically Monday through Friday, with potential Saturday hours.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants 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, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy or childbirth, lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state, and local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day, and everyone is expected to be treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.
Why Work for Us
At Citizens you will find a customer-centric culture focused on helping clients and giving back to local communities. Joining our team means joining a supportive, collaborative environment with access to training and tools to accelerate your potential and advance your career.
Background Check
Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in line with regulatory requirements and with consideration of the nature and gravity of the history and the role offered. Further information will be provided with any offer.