Responsibilities Effectively manages customer relationships. Develops and executes relationship plan for assigned clients. Uses the Citizens Wealth Management sales process. Has an understanding of the full range of banking and wealth management products including client profile and relationship review routines that ensure the client financial goals and objectives are met. Coordinates routine cross sell for products that do not require in person interaction and refer client to Premier RM, Private Wealth Managers when investment and complex needs are uncovered. Provide a high level of seamless customer service to clients assigned Premier Relationship Managers and or Private wealth managers. Resolves issues...read more

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