http://cfgcareers.com/wakefield-jobs en
Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solutions to meet clients’ long and short term goals.
Contribute to profit, sales and product targets of the Retail and Wealth Management Group by selling appropriate wealth management and banking services to the portfolio of clients. To profitably manage, grow and acquire a portfolio of affluent accounts . Maintain existing clients relationship and balances to further develop accounts through cross-selling by maintaining regular personal contact with clients and developing deep long term relationships. Expand the size and quality of the client base through initiating new relationships and developing existing ones to increase the penetration of wealth, investments and retail bank products. Expand number of relationships thru referrals and provide referrals to other bank specialists. Provide a high-level of customer service to clients by resolving and addressing issues and/or concerns, answering questions and coordinating client service activities with other areas of the organization. Become the trusted advisor to clients, providing guidance across the full range of wealth management and banking products, and a consistent, credible, responsive and accessible point of contact for clients. Maintain knowledge of capital markets and financial instruments. Perform compliance review of assigned accounts. Maintain a high awareness of regulations, ethics and compliance issues. Conduct reviews of all accounts and assets in accordance with applicable procedures and requirements. Handle other assignment as directed by manager.

Qualifications

Bachelors degree preferred or relevant equivalent experience
3-5 years of banking experience
Experience/exposure to banking/investment/wealth management
Experience with sales of consumer mortgage and home equity recommended
Excellent customer service and communication skills
Knowledgeable of regulatory requirements to ensure a sound control environment
Proven record of developing client relationships and success in relationship selling
Series 6 & 63 Securities License required within 90-days of hire
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.

Hours and Work Schedule

Hours per Week: 40


Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

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As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

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