Private Bank Office Lead (Boston, MA)

Job Description

As a Private Bank Office Lead , in our Back bay office, you will assist with overseeing daily activities in your 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 needed
• Take ownership of daily operational activities including delegation of required actions
• Establishing and maintaining an operational standard that ensures operational excellence, meeting all regulatory requirements to ensure a satisfactory audit
• Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
• Strong 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

Qualifications, Education, Certifications and/or Other Professional Credentials

• 4+ years in private bank office or high net worth banking role ensuring the delivery of world class customer service, and operational integrity in a high-volume branch environment.
• Successful record of meeting/exceeding team and individual sales goals, deadlines and branch goals in a profit and loss environment
• Maintain strong partnerships with community & civic organizations.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday
• Citizens Private Bank (Boylston St)

Pay Transparency

The salary range for this position is $48.07 - $67.30 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 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 solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.