Home
/
Account Management
/
Licensed Premier Relationship Banker
Licensed Premier Relationship Banker-November 2024
Richmond
Nov 24, 2024
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Licensed Premier Relationship Banker

  Overview

  Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

  As a Premier Relationship Banker, you will be responsible for developing and managing financial relationships with mass affluent individuals within a defined market. You will develop and maintain an active prospect list, customer outreach plan and quality referral sources for individuals seeking financial guidance and advice on their increasingly complex financial needs. Establishes and manages their customer's primary banking relationship, fulfilling deposit and credit needs; and partnering with investment, insurance and other banking specialists as needed to provide goal based planning advice and services.

  Responsibilities

  Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.Qualifications

  Bachelor's Degree and 2 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 6 years of experience in Financial services relationship management, retail banking, private banking, or wealth managementPreferred Area of Experience: 1+ years in a licensed roleLicense or Certification Type: Series 6, 63, and state-specific life insurance licenses. FCIS will hold Series 7 Licenses Required, Must complete federal registration and annual renewal as required by the SAFE Act. Required, Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required, Certified Financial Planner PreferredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Credit underwriting, Knowledge of retail banking products and services, Business development, Financial plan conversations, Knowledge of securities products and services

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Banker - Sheepshead Bay Financial Center *Bilingual Russian required
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Care Navigator (Argentina)
About Carrot: Carrot Fertility is the leading global fertility care platform, serving people of every age, race, income, sex, sexual orientation, gender, marital status, and geography. Trusted by hun
Relationship Manager, Business Cards & Payments - Acquisitions (Indianapolis)
Locations: Sales - IN - Indianapolis, United States of America, Indianapolis, Indiana Relationship Manager, Business Cards & Payments - Acquisitions (Indianapolis) Relationship Manager, Business
Philanthropic Administrator
Job Description: Overview: The Philanthropic Solutions group at Bank of America's Private Bank delivers expertise and a comprehensive suite of investment and management services to help individuals a
Relationship Manager III - C&IB
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Senior Account Manager
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
MAC Retail Manager - 30 Hrs - Hudson Bay Rideau Acting Assignment/Contract ending December 2024 - Ottawa, ON
Position Summary We are looking for a dynamic and inspirational Store/Retail/Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operati
Customer Success Manager (Turkey)
About Carrot: Carrot Fertility is the leading global fertility care platform, serving people of every age, race, income, sex, sexual orientation, gender, marital status, and geography. Trusted by hun
Full Time Branch Ambassador- Patchogue
SE Suffolk-Patchogue Br 203 (22203), United States of America, Patchogue, New York Full Time Branch Ambassador- Patchogue The Reimagined Branch Experience: Welcome to a new idea in banking. Here at C
Relationship Manager I - Business Banking
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved