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Citizens Bank Premier Advisor in Brighton, Massachusetts

Description

Do you have a passion for helping customers? The Premier Advisor plays a key role in delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services! In this role, you will be responsible for servicing a portfolio of affluent households with investable assets of $500,000 or more. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking needs. The qualified candidate will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery of outstanding service and sales solutions to meet clients’ financial needs and goals.

Relationship Management:

  • Develop and deepen long term relationships with existing clients through proactive and regular contact resulting in dedicated clients and deeper share of wallet.

  • Provide high-level customer service to clients by addressing and resolving issues/concerns and coordinating client service activities within other areas of the organization.

  • Build and nurture relationships with external partners in the communities served.

  • Become the trusted advisor to clients, through consistency, credibility, and responsiveness.

  • Expand and deepen relationships with internal business partners, to include, financial consultant, business banker, loan officer, and retail branch manager.

    Business Development:

  • Acquire, grow and lead a profitable portfolio of affluent client households.

  • Contribute to profit, sales and product targets of the Retail and Wealth Management Division by selling appropriate financial solutions and banking services to the portfolio of clients.

  • Expand the size and quality of the client base through initiating new relationships and through referrals to other bank specialists.

  • Continually build knowledge and capabilities within the industry segment and stay current with competitive trends.

Qualifications

  • Bachelor’s degree in Business or Finance preferred or relevant equivalent experience.

  • 4-6 years of banking experience preferred.

  • Involvement with selling consumer mortgage and home equity products recommended.

  • Proven track record of selling banking products and services required.

  • Proven success with investment product referrals and sales preferred.

  • Knowledge of regulatory requirements to ensure a sound control environment.

  • FINRA Series 6 (or 7) and 65 (or 66) licenses required; Life/Health Insurance licenses within 30 days.

  • Successful candidate must meet and align with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and acquiring a Unique Identifier from the NMLS.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    Why work with us

  • Big bank with a neighborhood feel: We understand local business' needs and how to help you grow your book of business

  • Management that listens: Our experienced leadership is ready to hear your feedback and empower you

  • Effective resources and products: Our products, digital lending, and extensive support make it easy for businesses to work with you

  • Dedication to community: From providing capital to volunteering, we invest in communities as a financial advisor and neighbor

    Benefits

    We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

    Awards we've received

  • Forbes World's Best Banks (2020)

  • Forbes Best Employers for Diversity (2020)

  • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)

  • Military Friendly Employer (2020)

  • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)

  • Diversity, Inc. – Top 25 companies for diversity (2019)

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependent’s reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

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

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