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Private Bank - Lending Sales and Service Development Sr Partner

Citizens Bank

Residential Mixed Use Multifamily

San Francisco, CA

Salary Estimate: $150,000.00 - $174,999.00

Employment Type: Full Time

Work Place: Office, Hybrid

Experience Required: 5+ to 7 years

Education Required: 4 Year College

Job Description

As the Lending Sales & Service Development Sr Partner with the Private Bank, you will be responsible for supporting the successful execution of business line strategies related to lending, credit policies and procedures, and overall loan execution. This is done by collaborating with business line partners and stakeholders as relied upon advocates and consultants by providing a unique, holistic view of both the customer and colleague experience. You will provide strategic input, project management, education and implementation of business line initiatives.

Primary responsibilities include:

Execute on initiatives identified in the sales & service strategic plan, leading large high impact initiatives. This work Includes research, reporting, making compelling business proposals and measures of success.
Partner with assigned business line extended team for execution on deliverables to create, document, and ensure consistent application of PB policies and procedures.
Ensure initiatives are appropriately scoped with CRS, capacity management and risk/compliance.
Work with internal partners and Private Bank Senior VP Lending Partner to create, document, and ensure consistent execution of Private Bank loan portfolio credit administration
As needed, coordinate and lead trainings to ensure Private Bank compliance with regulations, processes, and procedures
Work with Private Bank Senior Management to create, document, and execute on sales strategies
Focus on continuous improvement of credit policies and procedures in collaboration with internal partners
Support management reporting and create/update reports and create process maps
Trouble shoot issues as they arise, working closely with lending and credit operations team

Qualifications, Education, Certifications and/or Other Professional Credentials

5+ years’ experience leading Lending policies and procedures including product/pricing strategy and client service delivery
Formal credit training program or equivalent experience
Project management skills to collaborate with internal business partners/stakeholders to deliver business results, manage priorities, and communicate effectively
Bachelor degree preferred in Finance or related field

Hours & Work Schedule

40 hours per week; Monday- Friday
Location: 101 California Street, San Francisco, CA
(Hybrid – 4 days in office)

Pay Transparency

The salary range for this position is $120,000 - $160,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information

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