Private Bank, Client Relations Manager (West Palm Beach, FL)
CitizensJob Description
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets, such as West Palm Beach, FL. We’re looking for talented individuals to join our team who demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty.
The Client Relations Manager assists clients with the loan application process and services their needs post-loan close. The Client Relations Manager has a thorough understanding of the residential mortgage and HELOC loan origination process as well as servicing channels for mortgage and deposit requests. The Client Relations Manager also assists with credit analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager. The Client Relations Manager is able to stand in for their Relationship Manager in their absence. The Private Bank, Client Relations Manager (C...
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