PB Client Relations Manager
RBS Citizens - New York City, NY
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DescriptionThe Client Relations Manager assists clients with the loan application process and services their needs post-loan close. The CRM has a thorough understanding of the loan origination process as well as servicing channels for mortgage and deposit requests. The CRM 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.Primary responsibilities includeAssist 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.Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more.Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent.Qualifications, Education, Certifications and/or Other Professional Credentials5+years of experience with private bank clients in supporting relationship manager activitiesDemonstrated track record of managing the lending process from open to closeBachelors degree preferredHours & Work ScheduleHours per Week: 40Work Schedule: Monday - FridayPay TransparencyThe salary range for this position is $125,000 - $165,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factorsincluding 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 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 OpportunityAt 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, 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.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. 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 FORTUNE's World's Most Admired Companies Human Rights Campaign Corporate Equality Index 100 Award Military Friendly® Employer Age-Friendly Institute's Certified Age-Friendly Employer Bloomberg Gender Equality Index, Standout Dave Thomas Foundation's Best Adoption-Friendly Workplace DiversityIncTop Regional Company for Diversity Forbes America's Best Large Employers National Organization on Disability's Leading Disability Employer 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, 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. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy. -
Created: 2024-04-06