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Manager
Citizens Bank
Dedham, MA, United States
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Description
The Licensed Relationship Banker (LRB) Business Support Manager is part of the Sales, Service & Development team, which is responsible for driving the sales strategy and execution for the Consumer Bank’s distribution network. The team provides retail colleagues with the training, tools and resources necessary to be able to successfully deliver the most value to our customers every day.
The Business Support Manager role reports to the Licensed Relationship Banker (LRB) Sales and Development Manager, and will be responsible for coordinating and managing the day-to-day activities of the LRB Program team. The LRB Program team is a centralized team that supports the onboarding and development of over 500+ Licensed Relationship Bankers, across the Citizens Bank footprint. We are currently seeking a talented and versatile colleague to join the team. The role requires strong execution and partnership skills, as well as the ability to work independently in a fast paced environment. The successful candidate must be proactive and have a strong desire to drive a positive colleague experience.
Primary responsibilities include:
• Maintain/update exam preparation curriculum and lead daily study group calls for the SIE, Series 6, Series 63, and Life/Health exams. Work with Kaplan and other external and internal training partners to coordinate and manage licensing exam preparation along with continuing education training.
• Handle a variety of day-to-day activities related to the LRB program, including but not limited to: approving LRB expense reports, helping to manage the LRB budget, answering correspondence to the team mailbox in a timely manner, and serving as a primary contact for colleagues hired into the LRB program.
• Collaborate with retail colleagues (Bankers, Branch Managers, Retail Leadership), wealth colleagues (Regional Administrative Offers), compliance, incentives, reporting and risk with regard to program expectations, administration, process development, and execution.
• Participate in creating content for and executing aspects of on-going LRB engagement and development programs, such as monthly calls and in-person meetings.
• Identify opportunities to simplify program processes/create efficiencies for our back office team, the LRBs and our partners in retail in wealth; analyze the potential impact; make recommendations; and execute changes.
• Collaborate with HR and recruiting to update an Access database, run reports, and analyze headcount/attrition trends.
• Maintain LRB Program team documentation (such as exception protocols), email communication templates to LRBs and partners, recruiting materials, and development materials.
• Travel within the Citizens Bank footprint may be required, up to 25% of the time.
Qualifications
Required Skills/Experience:
• 2-3 years of Financial Services experience
• 1 year of Training and/or Sales experience
• Strong written and verbal presentation skills – ability to communicate effectively and confidently
• Strong interpersonal and influencing skills – ability to interact with, partner and influence colleagues at all levels of the organization
• Strong organizational skills and attention to detail
• End-to-end problem solving skills and ability to prioritize issues
• Strong MS Office skills, including Word, Excel, PowerPoint and Access
Preferred Skills/Experience:
• Series 6, 63, Life and Health licensing preferred; candidates will need to complete all licensing requirements (6, 63, Life and Health) within 6 months of start date
Education:
• Bachelor’s Degree required
Hours and Work Schedule
Hours per week: 40
Work Schedule: 8:00am - 5:00pm, Monday - Friday
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