Citizens Private Client Relationship Manager (PCRM)

The Citizens Private Client Relationship Manager engages directly with affluent and high-net-worth clients to exceed their expectations through long-term thinking and collaboration. This role involves acquiring new clients, growing net deposits and investments, and deepening client relationships through proactive outreach and personalized financial strategies. The position requires partnering with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals while leveraging Salesforce CRM to track activity.