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Sr Private Banker, Private Bank Office (Boston, MA)
Citizens
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Boston, United States
Location
Boston
Posted
June 22, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Description
As a Senior Private Office Banker in our Back Bay office, you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managersβ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank. Youβll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.
Primary responsibilities include
+ Contribute to the ov...
As a Senior Private Office Banker in our Back Bay office, you will have the opportunity to work in service, support, and sales, while creating a world class experience for clients and prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner for the Business Banker/Relationship Managersβ client base. You will have the opportunity to develop and maintain client relationships by selling and servicing the full range of products and services and referring opportunities to business partners where needed. The role encompasses sales presentations, cash management expertise, account opening, compliance, documentation, and ensuring a white glove experience when transitioning clients to the bank. Youβll maintain a professional relationship while using your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.
Primary responsibilities include
+ Contribute to the ov...