Private Bank Sales & Service Development Partner

Role Summary

Support sales enablement for Citizens Private Bank by maintaining tools, developing enablement content, and reinforcing resources that help embed core sales routines into daily practice. Gather field feedback, identify opportunities to improve tools and resources, support onboarding and ramp-up for new Relationship Managers, strengthen cross-team connectivity, and assist with administration of the Relationship Manager Development Program.

Primary responsibilities include

• Enablement tools & content adoption:
  • Expand and maintain a library of enablement resources that are easily accessible, current, and tied to core sales routines (prospecting, referrals, client engagement, and opportunity progression).
  • Ensure content is current, easy to find, and embedded into daily workflows; coordinate updates with SMEs and communicate changes clearly to the field.
  • Drive reinforcement through engagement tools (checklists, coaching prompts, “what good looks like” standards) and post-session follow-ups that support behavior change.
• Field insights & continuous improvement:
  • Build relationships and a regular feedback loop with Relationship Managers, Private Bankers, and partner teams to understand what colleagues need to succeed
  • Translate insights into prioritized improvements in tools and enablement resources.
• Culture & connectivity:
  • Sales Colleague Onboarding (new-to-firm and new-to-role): Coordinate and administer the onboarding experience for client-facing colleagues—especially Relationship Managers and Wealth Managers —as it pertains to core sales routines (client definition, pipelines, referral tracking, business development spending, etc.)
  • Help colleagues build networks and reinforce shared standards and expectations.
  • Strengthen “One Citizens” connectivity by partnering across teams to expose colleagues to resources, experts, and referral pathways that improve collaboration and client outcomes.
• RM Development program support:
  • Assist with administration of the Relationship Manager Development program (planning cadence, participant tracking, communications, session logistics, and follow-ups)
  • Partner with content owners to reinforce learning through job aids and mentor-ready reinforcement tools.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Preferred Qualifications
• 2-5 years work experience in financial services.
• Strong creativity and innovative thinking skills. 
• Strong organizational skills with the ability to manage multiple transactions simultaneously.

• Excellent attention to detail and commitment to accuracy.

   

   

   

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: M-Thurs in office, Fri WFH 

Pay Transparency 

• The salary range for this position is $75,000 - $106,000/annually, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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

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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.