PB Digital Banking Advisor (Johnston, RI)
Citizens Financial Group, Inc., Johnston, RI, United States
Digital Banking Associate
The Digital Banking Associate (DBA) serves as a specialized digital treasury expert supporting a dedicated portfolio of Private Equity, Venture Capital, and Private Bank clients. This role partners closely with Preferred Bankers, Relationship Managers, and Treasury partners to support client acquisition, onboarding, training, and ongoing digital banking adoption, allowing deal teams to focus on growth and strategy. Primary responsibilities include: Partner with bankers and relationship managers to support prospects and clients with digital treasury solutions Serve as a client-facing expert on Citizens' digital banking and treasury platforms (e.g., Access Optima, Personal Online Banking, Cash Flow Essentials, file transmission, reporting, entitlements) Prepare and deliver tailored digital platform demonstrations for prospective clients Facilitate digital onboarding, including collecting information, pre-filling documentation, and managing implementation timelines Conduct client training on platform access, setup, payments, reporting, and navigation Provide ongoing post-implementation support and troubleshooting Build trusted relationships with a defined client portfolio and deliver a high-touch client experience Gather client feedback and partner with product and digital teams to inform enhancements and improvements Ensure adherence to security, authentication, and KYC protocols Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree Treasury, cash management, or digital banking experience within financial services Experience supporting high-touch or high-net-worth clients Strong communication, organization, and prioritization skills Proficiency in Microsoft Office Preferred: Experience supporting Private Equity, Venture Capital, or complex commercial clients Familiarity with digital treasury platforms (e.g., Access Optima or similar) Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday Required Skills Building Relationships Curiosity Customer Experience Management Customer-Centricity Financial Planning Fostering Inclusion Industry Insight Investment Advisory Know Your Customer (KYC) Policy Leverages Information Motivating Others Persistence and Tenacity Private Banking Product Knowledge Service Excellence Socially Savvy Technologically Savvy Wealth Management
The Digital Banking Associate (DBA) serves as a specialized digital treasury expert supporting a dedicated portfolio of Private Equity, Venture Capital, and Private Bank clients. This role partners closely with Preferred Bankers, Relationship Managers, and Treasury partners to support client acquisition, onboarding, training, and ongoing digital banking adoption, allowing deal teams to focus on growth and strategy. Primary responsibilities include: Partner with bankers and relationship managers to support prospects and clients with digital treasury solutions Serve as a client-facing expert on Citizens' digital banking and treasury platforms (e.g., Access Optima, Personal Online Banking, Cash Flow Essentials, file transmission, reporting, entitlements) Prepare and deliver tailored digital platform demonstrations for prospective clients Facilitate digital onboarding, including collecting information, pre-filling documentation, and managing implementation timelines Conduct client training on platform access, setup, payments, reporting, and navigation Provide ongoing post-implementation support and troubleshooting Build trusted relationships with a defined client portfolio and deliver a high-touch client experience Gather client feedback and partner with product and digital teams to inform enhancements and improvements Ensure adherence to security, authentication, and KYC protocols Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree Treasury, cash management, or digital banking experience within financial services Experience supporting high-touch or high-net-worth clients Strong communication, organization, and prioritization skills Proficiency in Microsoft Office Preferred: Experience supporting Private Equity, Venture Capital, or complex commercial clients Familiarity with digital treasury platforms (e.g., Access Optima or similar) Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday Required Skills Building Relationships Curiosity Customer Experience Management Customer-Centricity Financial Planning Fostering Inclusion Industry Insight Investment Advisory Know Your Customer (KYC) Policy Leverages Information Motivating Others Persistence and Tenacity Private Banking Product Knowledge Service Excellence Socially Savvy Technologically Savvy Wealth Management