Private Bank Client Experience Associate 12-8:30pm

Job description

As a Client Experience Associate, you will have an opportunity to assist clients with all transactional needs, and work closely with Preferred Bankers and Relationship Managers to strengthen those client relationships. In your role, you will often assist clients with transactions and research in person, over telephone and via e-mail. With your one-on-one client interaction, you are encouraged to identify client banking needs both personal and business related, and communicate those needs to Preferred Banking Teams and Relationship Managers. You will also be the first line of defense for fraud and risk. What you’ll do as a Client Experience Associate: - Assist clients with transactions including, but not limited to cash and check deposits and withdrawals, internal transfers, CD renewals, and wire transfers. - 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. - As a representative of Citizens Private Bank, provide ongoing exceptional client service. - Leverage bank partners for client needs that cannot be fu...