Now Hiring - Citizens Financial Group, Inc. - Financial Services PB Relationship Manager in San Francisco, CA

Description

This specialized Relationship Manager is responsible for servicing referrals from other sources within the Private Bank as well as expanding existing relationships focusing on specific areas of expertise. The RM also leads market development efforts to broaden the usage of all bank products by private clients. This is done so through networking and marketing efforts. Given the RM's role as a business development specialist, a strong understanding of the Banks product offerings is required for cross-sell opportunities outside of their designated banking vertical. In this role, the RM also supports the team through learning development and provides training opportunities for more junior roles on the team.

Primary responsibilities include

• Serve as a growth contributor for designated team includes working closely with analysts and other support team members for their development.
• Responsible for taking leads generated by other Private Bank RMs to build new business opportunities.
• Identifying potential cross-sell opportunities from prospects and existing clients and liaising with internal colleagues who are able to help execute those cross-sell opportunities (cash management, private banking, wealth management, foreign exchange, etc.).
• Fully understand the Banks credit appetite and review new and existing opportunities to identify potential credit risks.
• Engage and manage term sheet and legal documentation negotiations between clients, Bank counsel, and client counsel. A full understanding of the legal document process is required.
• Manage new and existing client relationships with clients through frequent client meetings and communications to ensure strong, stable relationships.
• Conduct marketing and community building efforts to reach prospective clients and engage with private equity participants to educate individuals on the Banks offerings and credit opportunities that may benefit the private equity business.
• Remain knowledgeable on market trends to properly put forth favorable credit terms, while remaining competitive in the private equity credit markets.

Qualifications, Education, Certifications and/or Other Professional Credentials

• NMLS Certification
• 12-15 years relevant experience
• Bachelors Degree, required

Hours & Work Schedule

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

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.