Premier Client Banker

First Citizens Bank • Raleigh, NC

363d • Hybrid

About The Position

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. Position supports sales and service delivery to Bank associates and consumers in target markets. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.

Requirements

• Bachelor's Degree and 1 year of experience in Sales, customer service, or lending or financial services sales
• OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales

Nice To Haves

• Application of a structured sales process
• Provides financial guidance and expertise
• Financial literacy
• Knowledge of retail banking products and services
• Financial Analysis
• Credit Underwriting
• Financial Plan Conversations

Responsibilities

• Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned.
• Engages with customers, prospects, and referral sources through proactive outreach.
• Engages in sales practices that are aligned to create value for both the customer and the Bank.
• Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiates conversation to uncover sales or referral opportunities.
• Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs.
• Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance.
• Performs duties as assigned to ensure operational efficiency.
• Complies 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.
• Completes required training by established deadlines.

Benefits

• Competitive benefits program designed to meet the needs of associates. More information can be found at https://jobs.firstcitizens.com/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees