Job Description
As a Private Bank Office (PBO) Manager you will drive PBO performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. The PBO Manager is directly responsible for creating and maintaining a strong client-centric culture and is the primary mentor and manager to branch colleagues. The role fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs.
The PBO Manager plays a critical role in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The PBO Manager will put performance development as priority, emphasizing the importance of continuous learning and implementing coaching plans to assist colleagues in relationship development that ultimately leads to achieving personal/branch goals.
The PBO Manager must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. The PBO Manager is also responsible for the branch P&L and, therefore, must understand financials and key business drivers and use that understanding to guide sound decision-making. In addition, the PBO Manager leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded. As an ambassador for our brand, the PBO Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.
Primary responsibilities include
Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment.
Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success
4 years sales management experience in Retail or Branch Banking environment
Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
Drive an exceptional customer experience validated through customer satisfaction surveys.
Maintain strong partnerships with community & civic organizations.
Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
Develop collaborative relationships with various partners to help grow business deposits
Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development
Qualifications, Education, Certifications and/or Other Professional Credentials
5+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required
Bachelors degree in Business/Finance or commensurate experience required
Demonstrated success in deposit and new account growth in this sector required
Local relations and community contacts preferred with existing pipeline of prospects/business
Hours & Work Schedule
5 days a week in office, Monday - Friday
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
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, ****** 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.
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
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
The PBO Manager plays a critical role in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The PBO Manager will put performance development as priority, emphasizing the importance of continuous learning and implementing coaching plans to assist colleagues in relationship development that ultimately leads to achieving personal/branch goals.
The PBO Manager must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. The PBO Manager is also responsible for the branch P&L and, therefore, must understand financials and key business drivers and use that understanding to guide sound decision-making. In addition, the PBO Manager leads, manages, and directs all colleague and sales activities to ensure P&L targets are met and exceeded. As an ambassador for our brand, the PBO Manager will be a visible representative in the field and community helping branch colleagues cultivate new customer relationships and deepen existing ones.
Primary responsibilities include
Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world class customer service, and operational integrity in a high-volume branch environment.
Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success
4 years sales management experience in Retail or Branch Banking environment
Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
Drive an exceptional customer experience validated through customer satisfaction surveys.
Maintain strong partnerships with community & civic organizations.
Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached
Develop collaborative relationships with various partners to help grow business deposits
Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development
Qualifications, Education, Certifications and/or Other Professional Credentials
5+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required
Bachelors degree in Business/Finance or commensurate experience required
Demonstrated success in deposit and new account growth in this sector required
Local relations and community contacts preferred with existing pipeline of prospects/business
Hours & Work Schedule
5 days a week in office, Monday - Friday
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
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, ****** 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.
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
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
💡 Quick Summary
Seeking a career-building opportunity? The Private Bank Office Manager position is now open for candidates interested in the Bank Jobs sector. This role in Palm Beach offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
