Government Banking Client Advocate

Citizens • Westwood, MA • 6h ago

Description

LND 415

Job Description

As the Government Banking Client Advocate, you will partner with Government Banking Relationship Managers to onboard new business, retain and prevent attrition of existing clients, and identify cross-sell opportunities. You will manage a portfolio of high-value relationships, ensuring client needs are met with a high level of service and responsiveness across the organization.

Key Responsibilities

Collaborate with Relationship Managers and service staff to deepen relationships, expand business, and identify profitable cross-sell opportunities.

Build and maintain strong client relationships through virtual and in-person meetings, email, and phone communication. Maintain detailed records of client interactions.

Support onboarding of new accounts and treasury products, ensuring a smooth transition into the bank. Provide timely feedback to the Relationship Manager throughout, verify client satisfaction, and ensure all new or updated pricing is accurately reflected on customer statements.

Detect and resolve onboarding issues promptly; work with team to troubleshoot technical challenges experienced by clients and communicate these to the relationship manager if a higher view of oversight is needed.

Coordinate cross-functional meetings to address client concerns and recommend training if needed, through the customer service team.

Participate in sales meetings and team off-sites, contributing industry insights and client feedback.

Participate in Risk and Control initiatives, including monthly meetings and training, to ensure compliance with internal policies and state regulations.

Identify and escalate risks associated with new or existing clients to Relationship Managers or Senior Leadership.

Approve monetary transactions within assigned limits, ensuring accuracy and adherence to control procedures.

Contribute to reporting, training, project work, system conversions and other duties as required.

Qualifications

Strong organizational skills and ability to manage multiple tasks independently

Detail-oriented with excellent analytical and interpersonal skills

Exceptional communication and presentation abilities

Advanced proficiency in Microsoft Office and banking systems

Knowledge of Salesforce is helpful

Minimum 5 years of banking experience, with thorough knowledge of bank operations and deposit products

Minimum 3 years of cash management experience in sales, service or operations

Proven customer service experience

Bachelor's degree preferred or equivalent professional experience

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F

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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Similar Jobs

Relationship Banker - South Shore Market

Bank of America • Weymouth, MA • 3h ago

Finance, Accounting & Banking

Relationship Banker - South Shore Market Hanover, Massachusetts;Marshfield, Massachusetts; Weymouth, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To pro...

3h ago

Go to Apply

Relationship Banker - South Shore Market

Bank of America • Hanover, MA • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Middle Market Underwriter, General Industries

The Hartford • Boston, MA • 3h ago

Finance, Accounting & Banking

Senior Underwriter - UW08BAUnderwriter - UW08BB We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to...

3h ago

Go to Apply

Private Bank Experience Owner (Digital)

Citizens • Westwood, MA • 6h ago

Finance, Accounting & Banking

Description The DNS Experience Owner I is a senior product leader responsible for driving the Private Bank Digital North Star (DNS) across Private Bank Entitlements project a strategic initiative to deliver the next gene...

6h ago

Go to Apply

Private Bank Associate

Bank of America • Waltham, MA • 6h ago

Finance, Accounting & Banking

Private Bank Associate Waltham, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Ack...

6h ago

Go to Apply

Private Bank Internship 2026

Citizens • Boston, MA • 6h ago

Finance, Accounting & Banking

Description ???? Start Date:?May 26, 2026 Location: San Francisco CA, Menlo Park CA, New York NY or Boston MA Private Bank Internship Program 2026 Join Citizens Private Bank as a Private Bank Intern and gain hands-on exp...

6h ago

Go to Apply

Private Bank, Lending Specialist (Boston, MA)

Citizens • Boston, MA • 6h ago

Finance, Accounting & Banking

Description Citizens Private Bank is accelerating its strategy to expand Wealth Management, scale Business Banking, grow deposits, and deepen our presence in key growth markets; We are seeking individuals with a proven a...

6h ago

Go to Apply

Accounting Specialist

Robert Half • Wayland, MA • 10h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounting Specialist to join our team in Wayland, Massachusetts. This contract position offers a hybrid work schedule, allowing flexibility after initial training. You wi...

10h ago

Go to Apply

Accounting and Procurement Supervisor

State of Massachusetts • Boston, MA • 10h ago

Finance, Accounting & Banking

AbouttheOperationalServicesDivision(OSD) TheOperational ServicesDivision(OSD) enablesstategovernment to obtainthe goodsand servicesitneedsto servethepeopleofMassachusetts.OSDensuresthatstateprocurements deliver best valu...

10h ago

Go to Apply

Accounts Receivable Accountant

Robert Half • Wilmington, MA • 10h ago

Finance, Accounting & Banking

Description he Accounts Receivable Specialist is responsible for managing key AR functions including cash application, customer collections, and credit analysis. This role will play a critical part in optimizing AR proce...

10h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.