Licensed Premier Relationship Banker

First Citizens Bank • Black Mountain, NC

1d

About The Position

This position builds full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. It strengthens and manages existing relationships by providing financial advice and partnering with investment and insurance specialists to offer goal-based planning advice and services. The role guides customers and fulfills their loan and deposit needs, aligning appropriate banking products and services with their financial goals.

The position cultivates strong relationships with branch and business banking teams within a defined bank area and/or specific market, as well as with mortgage, FCIS, and other sales partners, to build and manage full financial relationships. It may be filled as licensed or non-licensed, and at the Senior Premier Relationship Banker or Premier Relationship Banker level based on experience.

Requirements

• Bachelor’s degree and 2 years of experience, or high school diploma/GED/equivalent and 6 years of experience in financial services relationship management, retail banking, private banking, or wealth management.
• Complete federal registration and annual renewal as required by the SAFE Act.
• Possess a valid driver’s license; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
• Have or obtain Series 6 or 7, Series 63, and state-specific life insurance licenses within 120 days of hire.

Nice To Haves

• At least 1 year of experience in a licensed role.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals, aligned with community needs and the bank’s commitment to diverse lending.
• Engage proactively with customers, prospects, and referral sources.
• Represent the bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
• Use sales practices that create value for both customers and the bank, with appropriate partnering, planning, and preparation to provide relevant financial guidance.
• Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales and referral opportunities; listen attentively, ask insightful questions, and promptly address immediate customer needs.
• Seek coaching, support bank initiatives, and leverage tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
• Complete required training by established deadlines and perform assigned general office management duties.
• Maintain transaction accuracy and operational efficiency when responsible for taking deposits.

Benefits

• A competitive, thoughtfully designed benefits program intended to meet associates’ needs; further details are available on the company benefits website.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level