•Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition•Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences•Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager•Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals•Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners.•Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc. •Leverage Salesforce CRM tool to document client interactions in detail•Build an activity-based business development plan centered around proactive outreach and follow-up behaviors

• Achieve sales and referral goals by developing a positive customer experience• Proactively seek ways to develop and expand customer relationships to contribute towards the branch success• Evaluate creditworthiness and eligibility by analysing complex financial data for obtaining a mortgage loan • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences• Reviewed loan files and updated to match current standards

• Manage, lead and develop a team of branch managers to ensure exceptional team and customer experience, manage risk and support growth across multiple branch locations across the country.• Review and initiate branch performance objectives and lead transformational changes in each region while conducting impact analyses and assessing change readiness• Blend colleague and customer interaction with technology by reducing complexity of our current • Increase revenue of sales by 2%-5% were recognized per quarter. • Weekly meetings with peers and partners to review goals and attain targets.• Leading organizational change efforts by identifying obstacles to change and developing plans to overcome them

• Worked closely with new and existing customers to understand their financial needs and deepen relationships• Collaborate with branch colleagues and partners to support and refer customers with more complex financial needs• Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving and borrowing needs • Ensure compliance with all financial policies, procedures, and regulatory requirements• Provide financial education and services to customers to help them fit banking into their everyday lives• Acquire new customers through outbound phone check-ups and instore prospecting

• Participate in building relationships with customers and spend time understanding required needs• Identify opportunities for offering a full range of retail banking deposit and credit products and services, based on customers' needs• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers• Present recommendations for resolving inquiries and service requests regarding customers' accounts• Open and service accounts, create plans for follow-up and scheduled contacts with customers• Provide information to internal partners and external sources to further enhance the customer experience• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs• Provide self-service digital banking options to customers

• Ability to read, analyze and interpret common financial reports• Payroll, scheduling• Respond to common inquiries or complaints from customers• Ability to define problems, collect data, establish facts, and draw valid conclusions; interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

• Answers questions and advises customers in selection of building materials supplies, and related materials in response to request by the customer.• Displays or demonstrates product, using samples or catalog, and emphasizes salable features.• Quotes prices and credit terms and prepares sales contracts for orders obtained.• Estimates date of delivery to customer, based on knowledge of MarJam's stocking levels and delivery schedules.• Maintaining good customer relations in the performance of job.• Enters new customer data and other sales data for current customers into CMSP and quotes in CM.• Investigates and resolves customer problems with deliveries.• Working with clients and contractors to select drywall, acoustical ceilings, insulation, metal framing and lumber products