PB Digital Banking Advisor

Digital Banking Associate

In your role as a Digital Banking Associate, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing experts on all digital treasury services, including but not limited to: Personal Online Banking, Cash Flow Essentials, access Optima, CB Forex and the services contained within these platforms.

Primary responsibilities include

• Partner with Preferred Bankers and Relationship Managers to present relevant products and services to prospective clients.
• Prepare and present tailored live platform demonstrations for prospective clients.
• Facilitate an efficient digital onboarding process by collecting information and pre-filling necessary treasury forms.
• Monitor the treasury implementation process to understand timeline and communicate expectations to clients.
• Arrange and conduct training sessions with clients on initial login, setup, and overall navigation.
• Provide ongoing support as needed, working directly with clients to answer questions or troubleshoot issues.
• Gather feedback from clients and work closely with product managers to improve upon offered products and services, and inform future roadmaps.
• As a representative of Citizens Private Bank, provide ongoing exceptional client service.
• Understand client needs and offer advice on how to fulfill them via the bank's digital services.
• Leverage bank partners for complicated treasury services as needed.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Bachelors degree preferred
• Experience working with high net worth client preferred
• Proficiency in Microsoft Office suite
• Exceptional written and verbal communication skills
• Strong organizational and prioritization skills
• Ability to travel within your local market to visit bank offices / clients
• Banking and/or digital experience preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Required Skills

• Building Relationships
• Curiosity
• Customer Experience Management
• Customer-Centricity
• Financial Planning
• Fostering Inclusion
• Industry Insight
• Investment Advisory
• Know Your Customer (KYC) Policy
• Leverages Information
• Motivating Others
• Persistence and Tenacity
• Private Banking
• Product Knowledge
• Service Excellence
• Socially Savvy
• Technologically Savvy
• Wealth Management

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

Job Applicant Data Privacy Policy

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.

Job Info

• Job Identification 44528
• Job Category Advisory & Relationship Management
• Degree Level High School Graduate/GED
• Job Schedule Full time
• Job Shift 1st
• Locations 190 Lakeview Ave, West Palm Beach, FL, 33401, US
• Working Hours 40
• Career Site Category Wealth and Asset Management