Professional Services

Exceptional service that evolves as your business does.

three people looking at a computer

Only the best for your business.

Your dedicated Relationship Manager knows what it takes to help you grow your business and adapt as markets change. At Citizens Private Bank, you can count on service that goes above and beyond.

Business banking

Choose the right accounts, customize your capital solutions and move your business forward.

Treasury services

Improve working capital efficiency, enhance productivity and accelerate growth.

Online banking1

Save time, money and trips to the bank with our breakthrough digital banking and account management tools.

Business financing

Leverage deep expertise to choose the right loan or line of credit for your business.

Foreign exchange

Minimize risk while expanding overseas and safeguard profits and payments from volatile exchange rates.

Retirement plan management

Attract and retain great talent with a retirement plan offering that fits your company’s needs.

Extraordinary service that goes beyond banking

Your Relationship Manager stands ready to help you maintain your standing, in business and beyond.

Networking events

Connect with your industry peers, share insights and grow your business network.

Deep expertise

Tap into monthly webinars for deep industry expertise — and get insights that help you maintain a healthy bottom line.

Strategic guidance

Get the proactive operational support you need to grow your business.

Service that goes beyond and above

Guided by your objectives and backed by a full suite of world-class solutions, your dedicated Relationship Manager is ready to provide the service you need to help protect your wealth and power your future.

© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

1 Wireless carrier, text and/or data charges may apply.

Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.

Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.

SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE