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UHNW Private Bank Mortgage & Client Relations Lead
Job in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-08-13
Listing for:
Citizens Bank
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Citizens Private Bank in New York seeks a Private Bank Client Relations Manager (CRM) to drive new client acquisition, deepen existing relationships, and deliver white-glove service to UHNW clients. The role combines residential lending expertise, credit analysis, and business development to grow lending and deposits.
The CRM guides clients from discovery through prequalification, underwriting, closing, and post-close servicing. Requires deep mortgage experience and top-tier communication skills.
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