Private Bank Office Manager (El Segundo, CA)
Citizens · El Segundo, CA
- On site
- Full-time
- $180,000 / year
- El Segundo, CA
Job highlights
- Lead branch performance and client experience.
- Develop and mentor branch colleagues.
- Achieve sales goals through coaching.
- Manage branch P&L and operations.
- Represent brand in community engagement.
About the role
Private Bank Office Manager
As a Private Bank Office Branch Manager, you will drive branch performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. You will be directly responsible for creating and maintaining a strong client-centric culture and will serve as the primary mentor and manager to branch colleagues. This role fulfills both a player and coach role in achieving team and individual sales goals by delivering product/service 'value' and differentiating solutions that address clearly understood customer needs.
The Branch Manager plays a critical role in building a diverse talent pipeline and developing colleagues to ensure their capabilities keep pace with future business needs. You will prioritize performance development, emphasizing continuous learning and implementing coaching plans to assist colleagues in relationship development that ultimately leads to achieving personal/branch goals.
You must be able to clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute. You are also responsible for the branch P&L, requiring an understanding of financials and key business drivers to guide sound decision-making. In addition, you will lead, manage, and direct all colleague and sales activities to ensure P&L targets are met and exceeded. As an ambassador for our brand, you will be a visible representative in the field and community, helping branch colleagues cultivate new customer relationships and deepen existing ones.
Primary Responsibilities Include
- Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment.
- Build and promote branch identity, promote overall ownership and accountability for improving customer service and branch success.
- 4 years sales management experience in Retail or Branch Banking environment.
- Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment.
- Drive an exceptional customer experience validated through customer satisfaction surveys.
- Maintain strong partnerships with community & civic organizations.
- Ensure customers are extremely satisfied with every interaction and handle client objections until a reasonable resolution has been reached.
- Develop collaborative relationships with various partners to help grow business deposits.
- Conduct weekly 1x1’s, employee performance reviews, and ad-hoc discussions to help with overall performance and development.
Qualifications, Education, Certifications, and/or Other Professional Credentials
- 5+ years experience in banking/financial services sales and service working closely with High Net Worth and Private Bank clients required.
- Bachelors degree in Business/Finance or commensurate experience required.
- Demonstrated success in deposit and new account growth in this sector required.
- Local relations and community contacts preferred with existing pipeline of prospects/business.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
- Branch Location: CA-El Segundo-200 N Pacific Coast Hwy
Pay Transparency
The salary range for this position is $150,000.00 - $180,000.00 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, 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. Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Posting End Date: 06/30/2026
Key skills/competency
- Branch Management
- Sales Leadership
- Client Relationship Management
- Financial Services
- Team Development
- P&L Management
- Customer Experience
- Operational Integrity
- Private Banking
- High Net Worth Clients
Skills & topics
- Private Bank Office Manager
- Branch Manager
- Sales Management
- Banking
- Financial Services
- Client Relationship Management
- Team Leadership
- P&L Management
- Customer Experience
- Operations Management
- Retail Banking
- Private Banking
- High Net Worth
- El Segundo
- California
How to get hired
- Tailor your resume: Highlight 5+ years of banking/financial services sales and service experience, particularly with High Net Worth and Private Bank clients. Emphasize demonstrated success in deposit and new account growth.
- Showcase leadership skills: Detail your experience in coaching, developing teams, driving sales excellence, and ensuring operational integrity in a branch environment. Quantify achievements in meeting sales goals and managing P&L.
- Prepare for interviews: Be ready to discuss your strategies for fostering a client-centric culture, driving customer satisfaction, and building community partnerships. Demonstrate your understanding of financial drivers and P&L management.
- Highlight local connections: If applicable, mention your existing local relations and community contacts, along with any existing pipeline of prospects or business.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary range for the Private Bank Office Manager role at Citizens in El Segundo, CA?
- The salary range for the Private Bank Office Manager position at Citizens in El Segundo, CA is $150,000.00 to $180,000.00 per year, with opportunities for additional incentive earnings. The final salary will depend on factors like budget, location, and your specific skills and experience.
- What benefits does Citizens offer for a Private Bank Office Manager?
- Citizens offers a comprehensive benefits package including medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, and wellness programs. Their paid time off policy also exceeds most local and state mandates.
- What qualifications are required for the Private Bank Office Manager position?
- To qualify for the Private Bank Office Manager role, you need at least 5 years of experience in banking/financial services sales and service, specifically working with High Net Worth and Private Bank clients. A Bachelor's degree in Business/Finance or equivalent experience is also required, along with a proven track record of success in deposit and new account growth.
- How important are local relations and community contacts for this role?
- Local relations and community contacts are preferred for the Private Bank Office Manager role at Citizens. Having an existing pipeline of prospects and business within the community can be a significant advantage.
- What is the expected work schedule for a Private Bank Office Manager at Citizens?
- The Private Bank Office Manager role at Citizens requires a 40-hour work week, typically scheduled Monday through Friday. The role is based at the branch located at 200 N Pacific Coast Hwy, El Segundo, CA.
- How can I demonstrate my sales management experience for this Private Bank Office Manager role?
- To demonstrate your sales management experience for the Private Bank Office Manager position, highlight your 4 years of experience in Retail or Branch Banking. Provide specific examples of your success in meeting sales goals, managing deadlines, and achieving branch objectives within a profit and loss environment.
- What is the application deadline for the Private Bank Office Manager job?
- The posting end date for the Private Bank Office Manager position at Citizens is June 30, 2026. Ensure your application is submitted before this date.