DescriptionThe Client Relations Manager will be the critical client-facing role for the Partner Lending business serving high and ultra-high net worth clients and prospects. Partner lending will offer lending facilities to individual consumer borrowers as they seek to invest in Private Equity/Venture Capital funds or borrow to meet a capital contribution requirement of a professional partnership. As an CRM, the individual will be responsible for explaining the custom lending program to each client pursuant to the terms of the agreement with their firm. In addition, this will be the first introduction of the client to Citizens Private Bank where the associate will need to explain the full value proposition. The Sales Associate will manage the conversations with Partner Lending borrowers and serve as their primary contact during the origination experience. This role with assist these borrowers through the application process and be present to answer any questions. CRMs will critically be responsible for driving full Citizens relationships at origination in partnership with the Private Bank RM team of the borrower. Primary responsibilities include
Assist with fielding prospects, including taking introductory meetings, providing rates, explaining product features of partner loans
Firm understanding of clientele and product specialty.
At origination and continuously reviews client base for deposit opportunities and further relationship deepening opportunities.
Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity).
Assists their respective relationship manager with coordinating client meetings, events, and gifts.
Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more.
Assist with preparing approval letters, commitment letters, term sheets, loan documents and/or letters of intent.
Support the Partner Lending RM and Portfolio Manager with individual client questions or potential issues both at origination and during the lifecycle of the loan.
Qualifications, Education, Certifications and/or Other Professional Credentials
Experience in client facing partner lending sales role or similar experience
Bachelor's degree preferred
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F 8:00-5:00
Pay Transparency
The salary range for this position is $80,000 - $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 OpportunityAt 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 EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt 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 growth05/11/2024
