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66 Citizens Bank Client Relationship Manager Jobs Hiring Near You

FlexTG

Client Relationship Manager

Duluth, GA · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG

Client Relationship Manager

Manhattan, NY · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

NEXACC

Client Relationship Manager

Phoenix, AZ · Hybrid

$880 - $1.2K/wk

As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

FlexTG

Client Relationship Manager

Baltimore, MD · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG

Client Relationship Manager

New York, NY · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

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Infographic showing various Client Relationship Manager job openings at Citizens Bank in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Private Client Relationship Manager

Citizens Bank

North Olmsted, OH • On-site

$83K - $104K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description


At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  • Provide exceptional, high-touch client experiences.
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  • Leverage Salesforce CRM to track activity.

Measures of Success include
  • Growth in net new investment assets in collaboration with Wealth Partners.
  • Growth in new deposits including checking, savings, and CD balances.
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
  • Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials
  • Bachelor's degree (preferred).
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
  • Experience working with affluent and high net worth clients.
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • Demonstrated success in a client-centric, initiative-taking sales environment.
  • Experience establishing and maintaining relationships with clients and internal partners.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
  • Excellent written and verbal communication skills.

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M-F; potential Saturday hours

Pay Transparency
The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. 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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