Private Bank Office Lead (Boston, MA)

Boston

Friday, 29 May 2026

As a Private Bank Office Lead, in our Back bay office, you will assist with overseeing daily activities in your designated branch location. This includes driving branch initiatives, mitigating risk by ensuring all colleagues are following policy and procedures in accordance of regulations and audit readiness, and customer experience through inspirational leadership, highly collaborative partnerships. The PBO Lead 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, and the ability to drive the team to meet customer financial goals. The PBO Lead will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and training; ensuring that business processes and exceptional customer experiences are being delivered consistently. The Lead will assist the PBO Manager in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. The Lead must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. As an ambassador for our brand, the Lead is a visible representative in the field and community helping office colleagues cultivate new customer relationships and deepen existing ones. Primary responsibilities include. Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed. Take ownership of daily operational activities including delegation of required actions. Establishing and maintaining an operational standard that ensures operational excellence, meeting all regulatory requirements to ensure a satisfactory audit. Ensure our customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached. Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results. Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers. Maintain an active role through partnerships with community and civic organizations Qualifications, Education, Certifications and/or Other Professional Credentials 4 years in private bank office or high net worth banking role ensuring the delivery of world class customer service, and operational integrity in a high-volume branch environment. Successful record of meeting/exceeding team and individual sales goals, deadlines and branch goals in a profit and loss environment Maintain strong partnerships with community & civic organizations. Hours & Work Schedule. Hours per Week: 40 Work Schedule: Monday - Friday. Citizens Private Bank (Boylston St)Pay Transparency. The salary range for this position is $48.07 - $67.30 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, 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 every 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.

apply
 
Loading Similar Jobs...
JOBZ is an independent Job Search Engine. JOBZ is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. JOBZ uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, job descriptions and other company descriptions / details are the property of their respective holder. JOBZ does not have its users apply for a job on the J-O-B-Z.com website. Additionally, JOBZ may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.