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Citizens Private Bank Jobs (NOW HIRING)

Citizens Bank

Finance Sr Manager - Deposits

Charlotte, NC · On-site

$101K - $138K/yr

Citizens is seeking a high-performing Finance Manager to join the CFO organization supporting the Private Bank, a rapidly growing and strategically important business. This role serves as a trusted ...

Citizens Bank

Private Client Market Leader

Manhattan, NY · On-site

$162K - $211K/yr

Within Citizens Consumer Banking, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a ...

Citizens

Finance Sr Manager - Deposits

Charlotte, NC · Hybrid

$101K - $138K/yr

Citizens is seeking a high-performing Finance Manager to join the CFO organization supporting the Private Bank, a rapidly growing and strategically important business. This role serves as a trusted ...

Citizens

Private Client Market Leader

Manhattan, NY · On-site

Within Citizens Consumer Banking, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a ...

Citizens

Private Client Market Leader

Manhattan, NY

Within Citizens Consumer Banking, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a ...

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Citizens Private Bank information

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$31K

$64.1K

$114.5K

How much do citizens private bank jobs pay per year?

As of Aug 31, 2026, the average yearly pay for citizens private bank in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 per year, depending on experience, location, and employer.

What is Citizens Private Bank?

Citizens Private Bank is a specialized division of Citizens Bank that provides personalized banking and wealth management services to high-net-worth individuals, families, and businesses. Services typically include private banking, investment management, trust and estate planning, lending, and customized financial solutions. Clients benefit from dedicated relationship managers who tailor strategies to their unique financial goals and needs. The bank also offers exclusive access to specialized financial products and advisory services. This approach ensures clients receive comprehensive support for managing and growing their wealth.

What skills and qualifications are needed to thrive as a private banker at Citizens Private Bank?

To thrive as a Private Banker at Citizens Private Bank, you need a solid background in finance, investment management, and relationship banking, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning tools, CRM systems, and certifications such as CFP or FINRA Series 7/63 are typically required. Exceptional interpersonal skills, discretion, and proactive communication help you build trust and deliver personalized service to high-net-worth clients. These skills and qualifications are critical for effectively managing client portfolios, retaining clients, and growing business in a competitive banking environment.

What are the typical career advancement opportunities at Citizens Private Bank?

At Citizens Private Bank, professionals often find a clear path for career progression, starting from entry-level roles such as Relationship Manager or Private Banking Associate and advancing to senior positions like Private Banker, Team Lead, or even Regional Manager. Advancement typically depends on demonstrating strong client relationship skills, successful portfolio management, and a track record of meeting or exceeding targets. The organization also encourages continuous professional development through training, mentorship, and internal mobility, enabling employees to broaden their expertise in areas like wealth management, lending, and financial planning.

What is the difference between Citizens Private Bank vs Citizens Bank Teller?

AspectCitizens Private BankCitizens Bank Teller
CredentialsTypically requires a bachelor's degree in finance, business, or related field; relevant certifications may include CFP or similarHigh school diploma or equivalent; some roles may prefer prior cash handling or customer service experience
Work EnvironmentPrivate banking offices, personalized client settings, high-net-worth client interactionsBank branches, customer service counters, transactional environments
Employer & Industry UsageUsed by private banking divisions within Citizens Bank, focusing on wealth managementUsed across Citizens Bank branches, serving everyday banking needs

Citizens Private Bank focuses on wealth management and personalized financial services for high-net-worth clients, requiring specialized credentials and a more consultative environment. In contrast, Citizens Bank Tellers handle routine banking transactions in branch settings, with minimal credentials needed. Both roles are integral to Citizens Bank but serve different customer needs and work environments.

More about Citizens Private Bank jobs

What cities are hiring for Citizens Private Bank jobs?

Cities with the most Citizens Private Bank job openings:

What states have the most Citizens Private Bank jobs?

States with the most job openings for Citizens Private Bank jobs include:

What job categories do people searching Citizens Private Bank jobs look for?

The top searched job categories for Citizens Private Bank jobs are:

Citizens Private Bank jobs near you
Infographic showing various Citizens Private Bank job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $64,080 per year, or $30.8 per hour.

Private Bank Client Relations Manager (Residential Lending)

Citizens Bank

Manhattan, NY • On-site

$145K - $185K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Job description


The Private Bank Client Relations Manager (CRM) serves as an extension of the Private Bank Relationship Manager, helping drive new client acquisition, deepen existing client relationships, and deliver a best-in-class experience to ultra-high-net-worth individuals. This highly visible, client-facing role combines residential mortgage expertise, credit analysis, and business development support to help grow the Private Bank's lending and deposit portfolio.
The CRM serves as a trusted resource throughout the residential lending process, assisting clients from initial discovery conversations and mortgage prequalification through underwriting, closing, and post-close servicing. Working closely with Relationship Managers, Credit Officers, Lending Specialists and internal partners, this individual provides thoughtful mortgage guidance, conducts financial analysis, and helps identify solutions tailored to the unique needs of affluent and ultra-high-net-worth clients.
Success in this role requires deep residential mortgage lending expertise, strong analytical capabilities, exceptional communication skills, and a proactive, client-first approach. The CRM must be comfortable engaging directly with sophisticated clients and prospects while managing multiple priorities in a fast-paced, relationship-driven environment.
Primary Responsibilities
  • Partner closely with Relationship Managers to support business development efforts, prospect cultivation, and new client acquisition activities.
  • Participate in client and prospect meetings, serving as a residential lending subject matter expert and trusted advisor throughout the relationship lifecycle.
  • Conduct residential mortgage prequalification analysis, documentation review, and borrower financial assessments for prospective clients.
  • Assist with fielding prospective client inquiries, introductory conversations, and mortgage rate discussions when Relationship Managers are unavailable.
  • Manage the active residential mortgage pipeline from preapproval through underwriting, closing, and post-close servicing, including pre-qualifications and documentation analysis for prospective clients.
  • Provide mortgage structure recommendations and preliminary deal analysis for complex residential lending opportunities.
  • Develop a strong understanding of client financial profiles and proactively identify opportunities to deepen lending and deposit relationships.
  • Collaborate with Private Bank Credit Officers on loan pre-screening, credit analysis, and transaction structuring discussions.
  • Answer client questions regarding loan terms, documentation requirements, underwriting expectations, and initial loan estimates.
  • Coordinate with internal business partners to facilitate timely loan processing, approvals, and closings.
  • Support client meetings, events, and relationship management activities to strengthen client engagement and loyalty.

Qualifications, Education, Certifications, and Professional Credentials
  • 5-10+ years of residential mortgage lending experience, preferably supporting affluent, high-net-worth, or ultra-high-net-worth clients.
  • Proven experience originating, analyzing, structuring, and managing residential mortgage transactions from initial client engagement through closing
  • Strong understanding of mortgage products, credit analysis, underwriting processes, loan documentation, and residential lending policies strongly preferred
  • Excellent analytical and problem-solving skills with the ability to assess complex borrower financial situations and recommend appropriate lending solutions.
  • Exceptional written, verbal, and interpersonal communication skills with the confidence to engage sophisticated clients, prospects, and senior stakeholders.
  • Strong organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.
  • Proven work ethic, sense of urgency, and commitment to delivering white-glove service.
  • Bachelor's Degree required

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday-Friday
  • Location: Citizens Private Bank, Avenue of the Americas, New York, NY

Pay Transparency
The salary range for this position is $145,000.00 - $185,000.00 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, 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 https://jobs.citizensbank.com/benefits .
About Us
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.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
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.

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