Private Banker, PBO - 101 California Street at Citizens San Francisco, CA

Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in service, support, and sales, while creating a world class/white glove experience for our UHNW clients and prospects in our Private Bank Offices. Responsibilities Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits. Act as the deposit and cash management expert (and cross‑sell where needed). Help “sell the bank” with net new prospects. Maintain and deepen client relationships acting as a trusted advisor. Manage relationships in partnership with the RMs, BBs, and PBs. Refer clients to business partners where needed. Provide ongoing excellent customer service, including paying close attention to the top 10% of the Business Bankers’/Relationship Managers’ client base. Develop a thorough knowledge of existing bank products and stay up to date on new products and services. Obtain documentation for initial onboarding, services, changes, and any exceptions. Open accounts and other services to ensure expedited delivery. Assist clients with transactions, including but not limited to deposits, withdrawals, internal transfers, CD renewals, and wire transfers. Fulfill additional client needs including fee reversals, statement gathering, check orders, client information updates, research requests, and stop payments. Verify client identities in accordance with Citizens Private Bank compliance and regulatory policies and procedures. Adhere to and comply with applicable federal and state laws, regulations and guidance, including those related to anti‑money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as bank policies and procedures. Qualifications A minimum of three years of experience in private (or Private Client) banking serving sophisticated clients, building relationships and supporting growth of deposits. History of working with high net‑worth clientele preferred. Banker qualifications differentiate based on competency level; years of experience, and existing client relationships to support deposit growth. Pay Transparency The salary range for this position is $80,000 - $100,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location and relevant skills and experience. Benefits We offer comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. 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. 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. 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. #J-18808-Ljbffr Hong Kong Study Skills Research Institute