Private Bank Client Relations Manager (San Francisco, CA)
Citizens Financial Group job in San Francisco, CA
Citizens Private Bank is actively scaling its Business Banking division, increasing deposit growth, and expanding into key strategic markets. With this growth, we are excited to add to our team in San Francisco. We are seeking driven individuals who demonstrate a track record of delivering white glove experience to clients that results in long-term client loyalty.
The Private Bank, 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 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 and has their arms wrapped around the nuances of the process.
Primary responsibilities include:
Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available.
Firm understanding of Relationship Manager's clientele and product specialty.
Routinely reviews existing client base for deposit opportunities and prospects.
Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity).
Assists their respective relationship manager with coordinating client meetings, events, and gifts.
Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close.
Pre-qualifications and documentation analysis for prospective clients. Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent.
Answering client questions about Initial Loan Estimate, documents and closing disclosures
Works closely with the Lending Specialist to obtain additional needed documentation and their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring completeness and accuracy in the pre-approval stage.
Coordinating loan closing post approval and assisting with client's down payment to escrow.
Ensuring client is set up with online tools for viewing and managing their mortgage.
Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more.
Qualifications, Education, Certifications and/or Other Professional Credentials
5+years of experience with private bank clients and supporting relationship manager activities, preferred
Bachelors degree preferred
Demonstrated track record of managing the lending process from open to close
Knowledgeable in pricing, deal structuring, analysis, underwriting, and credit policy of multiple verticals (i.e. Residential + CRE/MF and Construction).
Preferred specialized knowledge of lending process, high-end mortgage banking, and life sciences
Hours & Work Schedule:
Monday - Friday (4 days in office/1 day WFH)
40 hours per week
Pay Transparency
The salary range for this position is $102,720 - $154,080 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ***************************************
Auto-ApplyPrivate Wealth Registered Client Associate (Licensed)
Citizens Financial Group job in San Francisco, CA
Citizens is seeking exceptional talent to join one of our sophisticated, high-end Private Wealth teams based in San Francisco. This team is renowned for delivering personalized, world-class service to an exclusive clientele, and we are looking for added support to help us continue exceeding expectations.
As a Registered Client Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support to meet client needs effectively. Only candidates with active/required FINRA License will be considered.
Primary responsibilities include
Client relationship management, which includes developing and maintaining strong relationships with high net worth/ultra HNW clients.
Client communication and education, which includes the communication of investment updates, market insights, and performance reports
Serve as a main point of contact for clients and anticipating needs
Coordinate client meetings
Process client transactions
Collaborate with internal teams such as Compliance, Operations, and Finance to resolve client issues and enhance client satisfaction
Conduct periodic reviews of client accounts
Qualifications, Education, Certifications, and/or Other Professional Credentials
Bachelor's degree in finance or similar
Previous client service and administrative experience within Wealth Management
3+ Years of relevant industry experience
Strong intrapersonal skills
Series 7, 66 licensed (or 63/65) Required
Skilled in building trust and managing relationships in fast-paced, high-touch environments.
Hours & Work Schedule
Hours per Week: 40, plus opportunity to earn overtime
Work Schedule: Monday - Friday
Incumbent required in office 4 days/week with ability to work from home 1 day per week
Pay Transparency
The salary range for this position is $41.69- $52.88 hourly, plus an opportunity to earn discretionary incentives under the wealth manager compensation plan. Role is overtime eligible. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ************************************** .
Auto-Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
San Francisco, CA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyInvestment Banking Analyst II Corporate Finance -San Francisco
Citizens Financial Group job in San Francisco, CA
Citizens is seeking an ambitious Investment Banking Analyst II to join our Investment Banking team in San Francisco. The Investment Banking Analyst II will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare and technology.
Primary responsibilities include
The responsibilities of the Analyst II include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens' coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging.
Qualifications, Education, Certifications and/or Other Professional Credentials
Minimum of 2 years of direct investment banking or transaction-related financial experience
Industry knowledge and transaction experience within healthcare/technology is strongly preferred.
Skills with the ability to express ideas in a persuasive, organized, and articulate manner.
Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams.
Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis.
Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment.
High degree of maturity and integrity with a positive and hardworking attitude.
Excellent attention to detail.
Full command of Microsoft Excel, PowerPoint, and Word.
Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Hours & Work Schedule
Hours per Week: 40 +
Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $110,000 to $120,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Auto-ApplyLending Specialist - Residential
Citizens Financial Group, Inc. job in San Francisco, CA
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a white glove experience to clients that results in long-term client loyalty. Ideal candidates will have a client-centered lending specialist with a commitment to excellence to join their team and drive the loan process.
The Private Bank Lending Specialist - Residentialsupports the Relationship Manager with their loan portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing, and analytical capacities, ensuring a high level of quality control from the loan application through closing process. The Lending Specialist is expected to is an expert on Private Bank lending credit policy, lending origination systems, and regulatory requirements involved in residential lending. The ideal candidate will demonstrate a desire for mastery and a client-centered purpose where they can overcome obstacles and function as a critical team member to create the client experience that creates loyalty for the future.
Primary responsibilities include
* Works closely with RM and client to identify lending needs and solutions.
* Performs analysis of client's financials to determine loan eligibility.
* After RM handoff, serves as main POC for all internal/external parties to lending transactions while keeping RM in the loop.
* Manages end-to-end loan process with clients, internal/external partners from inquiry through post-closing (e.g., presents loan to Credit Officer for approval, locks & submits loans, collects conditions, assists with closing coordination and any post-closing requests).
* Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines.
* Maintains a high level of quality control for verifying accuracy of financial and loan documents.
Qualifications
* 3+ years of residential ending underwriting and loan processes
* Demonstrated success working in high net worth, non-traditional loans and underwriting
* Strong written and verbal communication skills with high attention to detail
* Proficient use of MS Excel is required- pivot tables, macros, formulas and application navigation
Hours & Work Schedule
* Hours per Week: 40 (this is an exempt position and meeting deadlines requires flexibility in time management and additional hours)
* Work Schedule: M-F
Pay Transparency
The salary range for this position is $110,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ***************************************
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
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. Any offer of employment will include further information.
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.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Auto-ApplyBanker Associate, Technology -Middle Market Banking & Specialized Industries
San Francisco, CA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Technology Associate Banker is for you.
As an Associate Banker in the Technology Industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore you will need to exhibit a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Innovation is happening everywhere, and Technology delivers locally and therefore you will have deep local connections and market knowledge.
“This role is not eligible for employer sponsored immigration support of any kind.”
Job responsibilities:
Demonstrate ability to build a brand within your market that represents the Technology Industry group at JP Morgan as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentless focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Show passion about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required qualifications, capabilities and skills:
3+ years of related experience
Strong understanding of Commercial Banking products and services
Excellent sales management and business development skills
Proficiency in building and maintaining positive client relationships
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplySenior Recruiter - Citizens Private Bank
Citizens Financial Group job in San Francisco, CA
The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, lending specialists, underwriters, and support staff. This position partners closely with business leaders, HR, and hiring managers to deliver strategic talent acquisition solutions that align with the Private Bank's growth objectives and market expansion. Acting as a trusted Talent Advisor, the recruiter provides market insights, advises on role definitions, and ensures a seamless candidate experience from sourcing through onboarding.
To thrive as a colleague at Citizens, candidates must demonstrate a strong customer-centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment.
Key Responsibilities
· Lead end-to-end recruitment for Private Bank positions, including sourcing, screening, interviewing, and offer management.
· Partner with business leaders to understand hiring needs, role requirements, and organizational structure.
· Advise on job descriptions, compensation, and role definitions, adapting to ongoing changes in Private Bank hierarchy and responsibilities.
· Provide market intelligence on talent availability, competitive landscape, and best practices for attracting top talent.
· Develop and execute sourcing strategies to attract diverse, high-caliber candidates through referrals, networking, and digital platforms.
· Facilitate behavioral interviews and candidate assessments, ensuring alignment with business strategy and culture.
· Manage candidate pipelines, track progress, and communicate proactively with stakeholders throughout the process.
· Support employer brand initiatives, including career page development and marketing materials for Private Bank roles.
· Ensure compliance with all relevant employment laws, regulations, and internal policies.
· Mentor junior recruiters and contribute to talent development initiatives, such as internship programs and onboarding processes.
· Maintain accurate records and reporting for all recruitment activities.
Core Competencies
Organizational Excellence: Ability to create custom trackers and leverage technology to manage data and relationships effectively.
Relationship Development & Management: Proven experience building strong partnerships through accessibility, consistent follow-up, and reliable delivery.
Influence: Skilled at shaping decisions and outcomes through strong communication, credibility, and relationship-building.
Resourcefulness & Compliance: Adept at navigating processes and regulatory guidelines to ensure accuracy, speed, and agility.
Critical Thinking & Decision-Making: Comfortable working in ambiguity, applying sound judgment, business ethics, and risk awareness.
Risk Identification & Mitigation: Ability to assess and manage risk, including determining alternative approaches or canceling requests when necessary.
Negotiation: Skilled in reaching mutually beneficial agreements while balancing business objectives and compliance requirements.
Qualifications
Bachelor's degree in human resources, Business, or related field; advanced degree preferred.
5+ years of experience in recruiting, with a focus on financial services, wealth management, or private banking.
Proven track record of recruiting for specialized banking roles (e.g., relationship managers, lending specialists, underwriters).
Strong advisory skills with the ability to influence and guide hiring managers on talent strategy and market trends.
Deep understanding of Private Bank organizational structures, role definitions, and compensation practices.
Experience conducting behavioral interviews and candidate assessments.
Excellent communication, stakeholder management, and organizational skills.
Ability to manage multiple requisitions and adapt to changing priorities in a fast-paced environment.
Proficiency with applicant tracking systems, recruiting platforms, and Microsoft Office Suite.
Commitment to diversity, equity, and inclusion in hiring practices.
Knowledge of relevant employment laws and compliance requirements.
Hours and Work Schedule: (4days in office, 1 day remote)
Hours per Week: 40
Work Schedule: Monday-Friday
Pay Transparency
The salary range for this position is $107,120-$125,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ************************************** .
Auto-ApplyFacility Manager
Citizens Financial Group job in San Francisco, CA
As the Facility Manager- Real Estate Operations, based out of San Francisco, you will have the responsibility for all efforts to execute and deliver Facilities Management and Repairs and Maintenance for a geographical region. This role is the direct connection to the Repairs and Maintenance team to execute deliverables on all aspects of maintenance necessary. Through superior client service you will build customer relations with service providers and client personnel in an effort to achieve internal business unit and external client Key Performance Metrics.
Primary responsibilities include:
Directly Manage, provide coordination and to building technicians (where applicable) along with external vendors. Provide comprehensive facilities / repairs & maintenance support for Retail Banking operations, including complete interior and exterior building structure and grounds maintenance.
Provide superior client service
Oversee operations at numerous banking office buildings and retail branches.
Build customer relations with service providers and client personnel
Achieve internal business unit and external client Key Performance Metric
Manages budgets, contracts, and identifies cost-saving opportunities
Required Skills/Experience:
Minimum 7 years hands-on facility management experience, with some project management experience and/or business management within a large corporate environment
Excellent written/communications and follow-up skills - effectively communicates with internal teams, vendors and management
Experience working in the banking industry/high security areas preferred
Working knowledge of site infrastructure and building systems, maintenance procedures and safety protocols
Ability to address maintenance issues, emergencies and other facility challenges proactively
Ability to work independently and prioritize multiple tasks to assure successful on-time completion of all
Computer software; Microsoft, Excel, Word, PowerPoint, CMMS knowledge
Ability to travel
Valid Driver's License
Education, Certifications and/or Other Professional Credentials:
Associate Degree/Bachelor's Degree preferred
Hours and Work Schedule
Hours: 40
Work Schedule: M-F with ability to travel overnight and be on-call
Role is based out of San Francisco office.
Pay Transparency
The salary range for this position is $72,182- $117,300 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ************************************** .
Auto-ApplyExperiential Marketing Partner for Private Bank West Region
Citizens Financial Group job in San Francisco, CA
Citizens is seeking a passionate and strategic Experiential Marketing Partner to join our Enterprise Sponsorships & Experiential Marketing Team. This role will focus on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California.
From bespoke activations and thought leadership events to executive panels, conferences and webinars, you'll lead the development and execution of experiences that engage customers, prospects, colleagues, and senior leaders-bringing our brand to life in meaningful and memorable ways.
Key Responsibilities
Lead and Execute Experiences: Strategize, coordinate, and deliver events that foster emotional connection, drive engagement, and support business growth with a digital-first mindset to elevate brand experiences. Oversee simultaneous experiences while adapting to dynamic environments and tight deadlines.
Stakeholder Collaboration & Communication: Partner with regional leaders, marketing teams, and line-of-business executives to align experiential plans with strategic goals. Work closely with local teams to manage invitation lists and drive attendance; collaborate with internal teams (Growth Strategy, Social/Content, Communications) to ensure event success. Present plans and updates to senior stakeholders with clarity and confidence.
Vendor & Venue Management: Work closely with Marketing Event Operations when sourcing and onboarding vendors, speakers, and venues; manage contracts, review BEOs, risk assessments, and payments through internal systems.
End-to-End Event Execution: Manage event and conference execution including invitation strategy, RSVP tracking, vendor coordination, budget management, contract negotiation, run-of-show development, onsite management and post-event analysis.
Brand Alignment: Ensure all experiences are consistent with Citizens brand standards and marketing guidelines.
Performance Measurement & Reporting: Develop post-event assessments and report key metrics to measure impact and inform future strategy. Collaborate with Marketing Event Operations to ensure performance data is captured in scorecards for socialization.
Trend Monitoring: Stay ahead of industry and competitive trends in financial services and experiential marketing.
Skills & Attributes
Strategic thinker with a creative approach to problem-solving.
Exceptional written and verbal communication skills.
Professional presence and business acumen.
Highly organized with the ability to manage multiple projects simultaneously.
Energetic, confident, and creative with a forward-thinking mindset.
Self-motivated team player who thrives under pressure.
Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
Qualifications
7-10 years of experience in event planning; financial services experience strongly preferred
Deep understanding of the banking industry, private banking and/or luxury brands and customer engagement strategies.
Experience with sponsorships and partnerships is a plus.
Experience and knowledge of private equity industry is a plus.
Passion for marketing and brand storytelling.
Comfortable working in fast-paced environments with tight deadlines.
Willingness to travel (~40%) and work non-traditional hours as needed.
Hours & Work Schedule
Hours per Week: 40 Hours
Work Schedule: Monday through Friday in office 4 days 1 day from home.
Location: San Francisco, San Diego, Los Angeles, CA
#LI-Citizens2
Pay Transparency
The salary range for this position is $115,000- $160,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ************************************** .
Auto-ApplyPublic Affairs Market Manager California
Citizens Financial Group job in San Francisco, CA
The Vice President - Public Affairs Market Manager for (CA) reports to the Head of Public Affairs to establish and execute the philanthropic and community partnership strategies for the bank's emerging (CA) market based on a data-driven, portfolio management approach in alignment primarily between market needs and the bank's philanthropic focus areas of workforce development and financial empowerment.
The primary function is to manage relationships with partners to execute bank charitable and community partnerships and to position the bank positively in the market by Ideal candidate will have demonstrated portfolio management experience, strong critical thinking skills and the ability to analyze data to best inform the market strategy.
The manager performs detail-oriented work for a variety of department operations and initiatives. The position requires an experienced, creative, and energetic professional with experience in sponsorships, charitable giving and/or grant making and partnership management. The individual must be able to collaborate, manage multiple tasks and deadlines in a fast-paced environment and represent the bank externally at community events.
This role performs significant portfolio and relationship management, grant database administration, impact report analysis, budget administration and event execution and special projects as assigned to support overarching Corporate Affairs Department goals.
Primary Responsibilities
Portfolio/Grants Management
Manage portfolio of charitable and community partners.
Strategize and execute on-going, and develop new, market-based philanthropic partnerships and activities.
Conduct market research to identify and understand community and business line needs.
Use data-driven approach to make strategic, need-based philanthropic recommendations for the market.
Perform site visits with partners to learn programming needs and make connections for deepening the partnership.
Educate key stakeholders internally and externally on philanthropic strategy and focus areas.
Steward prospective partners through application process, ensuring data integrity and complete thorough examination of applications.
Work with portfolio of partners to ensure impact is achieved and collaborate to develop new ways to achieve impact.
Utilize grant management system to ensure impact metrics and results are reported on in timely manner and accurate.
In partnership with Community Development Market Manager, execute key economic development initiatives with local charitable contributions for CRA credit.
Oversee budget administration and market-based memberships, including forecast analysis, monthly financial reviews, and integration of relevant business lines.
Strict adherence to corporate risk and compliance guidelines and policies to ensure favorable audit results.
Strict adherence to CFG giving guidelines and SOPs and compliance with all policies and procedures of Citizens' charitable giving committees.
External Relations
Represent the bank in the community attending various external events and volunteer activities.
Consult with Community Engagement Team to position senior leaders strategically in local business, civic and non-profit communities including board placement.
Partner with communications team and partners to develop opportunities to share impact, create and execute communication plans for internal and external purposes.
Prepare event briefs for senior leaders participating in partner events.
Collaborate with communications team to develop press release, quotes, and approvals
Support civic affairs engagement including staying up to date on current market issues and trends.
Volunteer Management
Identify local colleague volunteer opportunities including skills-based opportunities.
Manage and execute colleague volunteer programs including setting up activities, sourcing volunteers, and volunteer communications.
Event Management
Develop and execute events, such as roundtables and press events to support signature initiatives including Champions in Action, Workforce Development month and Financial Empowerment month.
Support partner community events including managing invitations and RSVPs for colleague participation.
Work with department Coordinator to ensure event deliverables such as logos, ads, videos, and logistics including Citizens' branding and giveaway items are executed on time and successfully.
Partner with Sponsorships Team to activate corporate sponsorships to ensure the greatest public relations value including collaboration in identifying community partner participation in event activations.
Experience & Skills
Minimum 5-7 years of diverse charitable giving, grant making and/or corporate communications/marketing experience
Experience developing strategic partnerships that drive brand favorability and consideration for the business using metrics and measurement to assess impact
Exemplary writing, verbal, and problem-solving skills; must be able to effectively anticipate issues and problem solve when issues arise
Strategic understanding of the nature of various initiatives and their impact on overall corporate objectives
Ability to execute against strategy and drive results; demonstrated creative/critical thinking.
Budget management experience
Effective time management and organizational skills; solid work ethic
Ability to effectively manage multiple, changing priorities.
Ability to plan, implement and manage all aspects of complex projects to successful completion.
Ability to work independently and as a member of a team.
Experience in banking/financial services is preferred.
Computer Skills: Microsoft Office Suite Proficiency
Education & Certificates
Bachelor's Degree in related field
Hours & Work Schedule
Hours per Week: 40
Work Schedule: 8:30 am - 5:00 pm (nights/weekends as required by job)
Location: San Francisco in office 4 days 1 day remote
#LI-Citizens2
Pay Transparency:
The salary range for this position is $130,000 - $150,000 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
Auto-ApplyPrivate Bank Relationship Manager PE/VC
Citizens Financial Group job in Menlo Park, CA
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client's unique circumstances.
A PE/VC team based in Menlo Park is adding a Relationship Manager to the team to contribute to the ongoing growth. The Relationship Manager is responsible for creating new and expanding existing relationships in Private Equity, Venture Capital and innovation economy verticals within the CFG Private Bank. The Relationship Manager works within a designated team to generate new business for the Bank through prospecting and market development efforts. The RM will be required to have an in-depth understanding of the PE, VC and innovation economy as well as strong network within this space Given the RM's role as a business development specialist, a strong understanding of the Bank's 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. The RM will also be tasked with developing up and coming professionals within the private bank.
Responsibilities:
Serve as a growth contributor for designated team - includes working closely with analysts and other support team members for their development.
Responsible for generating new business opportunities across the PE, VC and innovation economy business verticals.
Identifying potential cross-sell opportunities from prospects and existing clients and liaising with internal colleagues who can help execute those cross-sell opportunities (cash management, private banking, wealth management, foreign exchange, commercial banking, capital markets and advisory, etc.).
Fully understand the Bank's credit appetite and review new and existing opportunities to identify potential credit risks.
Partner with Relationship Managers in the Private Bank to deliver full experience to clients.
Collaborate and support team with strategic business development efforts.
Engage and manage term sheet and legal documentation negotiations between clients, Bank counsel, and client counsel. A full understanding of the legal document and underwriting process is required.
Manage new and existing PE and VC client relationships through frequent client meetings and thoughtful communications to ensure strong, stable relationships.
Conduct marketing and community building efforts to reach prospective clients and engage with PE/VC participants to educate individuals on the Bank's offerings and credit opportunities that may benefit the business.
Remain knowledgeable on market trends to properly put forth thoughtful credit terms, while remaining competitive in the private equity credit markets.
Key measures of success:
Maintain portfolio's premier credit quality through targeted, thoughtful business development
Generate new relationship opportunities for the Bank through marketing and prospecting efforts
Maintain strong relationships with existing clients to build existing relationships through cross-sell efforts
Fully understand all aspects of credit products being offered to clients
Working successfully with the Bank's other product teams and Relationship Managers to continuously improve the client experience and offer business opportunities where the private equity vertical could not service.
Qualifications:
7+ years of relationship management and existing industry contacts at PE/VC organizations in a client facing role with track record of success.
Ideal candidate will have a strong understanding of all credit product offerings to the Private Bank's PE/VC clients including (i) capital call lines of credit, (ii) revolving lines of credit to management companies, (iii) term loans to management companies, (iv) general partner term commitment facilities to corporate borrowers, (v) standby letters of credit, and (vi) holding company (promissory) notes preferred. In addition, the candidate must be knowledgeable about other Bank products to increase cross-sell opportunities supporting the PE/VC vertical.
Bachelors degree preferred
Pay Transparency
The salary range for this position is $150,000 - $225,000 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.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ***************************************
#LI-Citizens 6
Auto-ApplyInvestment Banking- United States - 2026 ReEntry Program
San Francisco, CA job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyPart Time (20 Hours) Associate Banker JPM - Laurel Village Financial Center - San Francisco, CA
San Francisco, CA job
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in a JP Morgan Branch, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Builds relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplySenior Recruiter - Citizens Private Bank
Citizens Financial Group, Inc. job in San Francisco, CA
The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, lending specialists, underwriters, and support staff. This position partners closely with business leaders, HR, and hiring managers to deliver strategic talent acquisition solutions that align with the Private Bank's growth objectives and market expansion. Acting as a trusted Talent Advisor, the recruiter provides market insights, advises on role definitions, and ensures a seamless candidate experience from sourcing through onboarding.
To thrive as a colleague at Citizens, candidates must demonstrate a strong customer-centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment.
Key Responsibilities
* Lead end-to-end recruitment for Private Bank positions, including sourcing, screening, interviewing, and offer management.
* Partner with business leaders to understand hiring needs, role requirements, and organizational structure.
* Advise on job descriptions, compensation, and role definitions, adapting to ongoing changes in Private Bank hierarchy and responsibilities.
* Provide market intelligence on talent availability, competitive landscape, and best practices for attracting top talent.
* Develop and execute sourcing strategies to attract diverse, high-caliber candidates through referrals, networking, and digital platforms.
* Facilitate behavioral interviews and candidate assessments, ensuring alignment with business strategy and culture.
* Manage candidate pipelines, track progress, and communicate proactively with stakeholders throughout the process.
* Support employer brand initiatives, including career page development and marketing materials for Private Bank roles.
* Ensure compliance with all relevant employment laws, regulations, and internal policies.
* Mentor junior recruiters and contribute to talent development initiatives, such as internship programs and onboarding processes.
* Maintain accurate records and reporting for all recruitment activities.
Core Competencies
* Organizational Excellence: Ability to create custom trackers and leverage technology to manage data and relationships effectively.
* Relationship Development & Management: Proven experience building strong partnerships through accessibility, consistent follow-up, and reliable delivery.
* Influence: Skilled at shaping decisions and outcomes through strong communication, credibility, and relationship-building.
* Resourcefulness & Compliance: Adept at navigating processes and regulatory guidelines to ensure accuracy, speed, and agility.
* Critical Thinking & Decision-Making: Comfortable working in ambiguity, applying sound judgment, business ethics, and risk awareness.
* Risk Identification & Mitigation: Ability to assess and manage risk, including determining alternative approaches or canceling requests when necessary.
* Negotiation: Skilled in reaching mutually beneficial agreements while balancing business objectives and compliance requirements.
Qualifications
* Bachelor's degree in human resources, Business, or related field; advanced degree preferred.
* 5+ years of experience in recruiting, with a focus on financial services, wealth management, or private banking.
* Proven track record of recruiting for specialized banking roles (e.g., relationship managers, lending specialists, underwriters).
* Strong advisory skills with the ability to influence and guide hiring managers on talent strategy and market trends.
* Deep understanding of Private Bank organizational structures, role definitions, and compensation practices.
* Experience conducting behavioral interviews and candidate assessments.
* Excellent communication, stakeholder management, and organizational skills.
* Ability to manage multiple requisitions and adapt to changing priorities in a fast-paced environment.
* Proficiency with applicant tracking systems, recruiting platforms, and Microsoft Office Suite.
* Commitment to diversity, equity, and inclusion in hiring practices.
* Knowledge of relevant employment laws and compliance requirements.
Hours and Work Schedule: (4days in office, 1 day remote)
Hours per Week: 40
Work Schedule: Monday-Friday
Pay Transparency
The salary range for this position is $107,120-$125,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, 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. For an overview of our benefits, visit ************************************** .
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
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. Any offer of employment will include further information.
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.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Auto-ApplyBanker Associate, Emerging Middle Market - Associate
San Francisco, CA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyPrivate Banker, PBO
Citizens Financial Group job in San Francisco, CA
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. In this role you are the deposit expert and key service partner for the Business Banker and Relationship Managers' client base. You will have the opportunity to develop and maintain client relationships by selling and servicing a full range of personalized products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and delivering a seamless and high-touch experience when transitioning clients to the bank. You'll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.
Primary responsibilities include
Contribute to the overall success of the office by delivering a white glove experience to all clients and growing overall deposits.
Being the deposit and cash management expert (and cross-selling where needed)
Helping to “sell the bank” with net new prospects
Maintain and deepen client relationships acting as a trusted advisor
Relationship management (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.
Obtaining documentation for initial onboarding, services, changes, and any exceptions
Opening 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 the 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.
Banker 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.
Hours & Work Schedule
Monday - Friday
40 hours
Pay Transparency
The salary range for the PBO Banker position is $80,000 - $100,000 per year plus an opportunity to earn additional incentives.
Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Auto-ApplyPart Time Associate Banker Oakland East Shore (30 Hours)
Oakland, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyPart Time Associate Banker Peninsula North (30 Hours)
Daly City, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyPart Time Associate Banker Contra Costa North (30 Hours)
Fairfield, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyPart Time Associate Banker North San Jose (30 hours)
Santa Clara, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-Apply