Private Bank, Senior Client Relations Manager
Citizens, Newport Beach, CA, United States
Join a high‑growth Private Bank platform as a Client Relations Manager (CRM) in Newport Beach, CA. This role supports Relationship Managers, drives business growth, and delivers exceptional client experience across mortgage and deposit solutions.
Role Overview As a CRM you partner with Relationship Managers to support client needs, contribute to new business development, and manage the loan origination lifecycle from initial engagement through post‑close servicing. You will handle credit analysis, client pre‑qualification, and act as the primary point of contact during the loan process.
Primary Responsibilities
Serve as the first point of contact for prospects and clients, including introductory meetings and providing rates when the Relationship Manager is unavailable.
Handle initial calls from new clients and lead screening calls for returning clients.
Demonstrate knowledge across pricing, deal structuring, underwriting, credit policy, and analysis for multiple loan products (e.g., Residential, Commercial Real Estate, Multifamily).
Develop a strong understanding of the Relationship Manager(s) client base, business strategy, and product specialization.
Support new business development by fielding prospects and identifying opportunities within the existing client portfolio.
Review the current client base to uncover deposit and cross‑sell opportunities.
Respond promptly and professionally to client inquiries and servicing requests.
Coordinate client meetings, events, and appreciation efforts with Relationship Managers.
Manage the active loan pipeline from pre‑approval through underwriting, closing, and post‑close, including conducting pre‑qualifications, analyzing client documentation, and answering questions related to the Initial Loan Estimate and loan structure.
Play a key support role in credit pre‑screening and collaborate closely with Private Bank Credit Officers.
Partner with Relationship Management Directors to build fluency across the full suite of Citizens Private Bank products and services for Relationship Managers aspiring to become independent.
Qualifications, Education & Experience
5+ years of experience supporting Relationship Managers and private bank clients (preferred).
Proven track record of managing the lending process from origination through closing, with specialized expertise in residential lending, CRE and MF analysis for high‑net‑worth clients (required).
Bachelor’s degree.
Experience with complex residential and commercial loan structures highly valued.
Excellent written and verbal communication skills, with proven ability to manage relationships and partner closely with clients and internal stakeholders.
Hours & Work Schedule Hours per week: 40 Schedule: Monday–Friday Work structure: 4 days in‑office / 1 day work‑from‑home Location: Newport Beach, CA
Pay Transparency The salary range for this position is $120,000 – $150,000 per year plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including work location, skills and experience. We offer competitive medical, dental, vision, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies 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. Join our team and become 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: 03/31/2026
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Role Overview As a CRM you partner with Relationship Managers to support client needs, contribute to new business development, and manage the loan origination lifecycle from initial engagement through post‑close servicing. You will handle credit analysis, client pre‑qualification, and act as the primary point of contact during the loan process.
Primary Responsibilities
Serve as the first point of contact for prospects and clients, including introductory meetings and providing rates when the Relationship Manager is unavailable.
Handle initial calls from new clients and lead screening calls for returning clients.
Demonstrate knowledge across pricing, deal structuring, underwriting, credit policy, and analysis for multiple loan products (e.g., Residential, Commercial Real Estate, Multifamily).
Develop a strong understanding of the Relationship Manager(s) client base, business strategy, and product specialization.
Support new business development by fielding prospects and identifying opportunities within the existing client portfolio.
Review the current client base to uncover deposit and cross‑sell opportunities.
Respond promptly and professionally to client inquiries and servicing requests.
Coordinate client meetings, events, and appreciation efforts with Relationship Managers.
Manage the active loan pipeline from pre‑approval through underwriting, closing, and post‑close, including conducting pre‑qualifications, analyzing client documentation, and answering questions related to the Initial Loan Estimate and loan structure.
Play a key support role in credit pre‑screening and collaborate closely with Private Bank Credit Officers.
Partner with Relationship Management Directors to build fluency across the full suite of Citizens Private Bank products and services for Relationship Managers aspiring to become independent.
Qualifications, Education & Experience
5+ years of experience supporting Relationship Managers and private bank clients (preferred).
Proven track record of managing the lending process from origination through closing, with specialized expertise in residential lending, CRE and MF analysis for high‑net‑worth clients (required).
Bachelor’s degree.
Experience with complex residential and commercial loan structures highly valued.
Excellent written and verbal communication skills, with proven ability to manage relationships and partner closely with clients and internal stakeholders.
Hours & Work Schedule Hours per week: 40 Schedule: Monday–Friday Work structure: 4 days in‑office / 1 day work‑from‑home Location: Newport Beach, CA
Pay Transparency The salary range for this position is $120,000 – $150,000 per year plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including work location, skills and experience. We offer competitive medical, dental, vision, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies 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. Join our team and become 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: 03/31/2026
#J-18808-Ljbffr