What are the responsibilities and job description for the PB Digital Banking Advisor (Johnston, RI) position at Citizens?
Description
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
Hours & Work Schedule
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
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
- 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
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