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The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.
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Preferred Quallifications: Large financial institution, business development, treasury management, merchant services. Required Skill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of retail banking products and services, business development, networking and building centers of influence.
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Required, Must complete federal registration and annual renewal as required by the SAFE Act. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence Preferred Qualifications:Large financial institution, business development, treasury management, merchant services.
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Possess a minimum of 10+ years of relevant industry background including combined experience in Commercial Banking and Middle Market Business Management. This role revolves around relationship building, idea generation, strategic business discussions, risk management, credit structuring, industry observations, and other matters of elevated importance.
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He/she will be the Relationship quarterback and be responsible for the delivery and maintenance of a wide array of diverse bank products and services through cross-sell partners and acts as a trusted advisor to the client's executive management team.
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Citizens Wealth Management is seeking a highly skilled and experienced Wealth Strategy and Distribution Manager, who will drive and communicate progress on Wealth's growth strategy as well as partner across the Consumer Bank to infuse Citizens Wealth Management products and services into the client relationship.
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Enhance partnership routines between Wealth Management and other distribution teams (e.g., Mortgage, Business Banking, Retail, etc.) 7+ years of experience in financial services preferably in a strategy, sales support, or program/project management role.
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The outcome(s) of these efforts may significantly affect business economics and the success of Wealth's strategic plan. Strong management and organizational skills, with the ability to prioritize and manage multiple initiatives simultaneously.
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The individual will need to analyze the current state of the business and partnership routines, as well as competitors and industry trends, to progress the strategic agenda. Develop high-quality presentations for various levels of the organization for a variety of purposes (e.g., internal colleague calls, executive and senior management forums, regulatory updates, management and partnership routines, ad hoc requests, etc.
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Required, Must complete federal registration and annual renewal as required by the SAFE Act. Required Skill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process.
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Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
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The role primarily engages in outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
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The VP, Sr First Line Risk Manager (1LOD)- Commercial Finance is responsible for management of Business Unit (BU) risk activities, in adherence with the Company's Risk Appetite and Corporate Strategy.
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Experience in Enterprise or Operational risk management within the financial services industry, Builds and develops collaborative partnerships with senior management across lines of business, internal departments, Risk Management program leaders, peer First Line Risk Managers, and other stakeholders to enhance BU risk management capabilities.
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High school diploma or GED with a minimum of 14 years commercial or business lending, credit or business development, or financial services management. Bachelor degree with a minimum of 10 years commercial or business lending, credit or business development, or financial services management.
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business services management jobs Title: manager Company: Citizens
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