Job Information
Citizens Sls & Svc Develpmt Sr Partner in San Francisco, California
Description
As the Sales & Service Development Senior Partner working with the Private Bank, you will be responsible for supporting the successful execution of business line strategies related to lending, credit policies and procedures, and overall loan execution. This is done by collaborating with business line partners and stakeholders as relied upon advocates and consultants by providing a unique, holistic view of both the customer and colleague experience. You will provide strategic input, project management, education and implementation of business line initiatives.
Primary responsibilities include:
Execute on initiatives identified in the sales & service strategic plan, leading large, high profile, high impact initiatives. This work Includes research, reporting, making compelling business proposals and measures of success.
Partner with assigned business line extended team for execution on deliverables to create, document, and ensure consistent application of PB policies and procedures.
Ensure initiatives are appropriately scoped with CRS, capacity management and risk/compliance.
Work with internal partners and Private Bank Loan Portfolio Manager to create, document, and ensure consistent execution of Private Bank loan portfolio credit administration
Coordinate and lead trainings to ensure Private Bank 100% compliance with regulations, processes, and procedures
Work with Private Bank Senior Management to create, document, and execute on sales strategies
Focus on continuous improvement of credit policies and procedures in collaboration with internal partners
Qualifications, Education, Certifications and/or Other Professional Credentials
5+ years experience leading private bank lending policies and procedure development, training, and compliance
Formal credit training program or equivalent experience
Project management skills to collaborate with internal business partners/stakeholders to deliver business results, manage priorities, and communicate effectively
Bachelor degree preferred in Finance or related field
Hours & Work Schedule
Monday - Friday
Pay Transparency
The salary range for this position is $95,000 - $120,000 per year, plus an opportunity to earn an annual discretionary bonus. 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
05/03/2024