Premier Relationship Banker Platform Sales

First Citizens Bank•Wilmington, NC

5h•Onsite

About The Position

This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. The role strengthens and manages existing relationships by providing financial advice and partnering with investment and insurance specialists for goals-based planning. It also provides guidance and fulfills loan and deposit needs, ensuring appropriate banking products and services align with customer 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. This position can be filled as licensed or non-licensed and may be filled as a Premier Relationship Banker or a Senior Premier Relationship Banker based on the candidate's skills and experience.

Requirements

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 management
Must have or acquire Series 6 or 7, 63, and state specific life insurance licenses within 120 days of hire date.
Must complete federal registration and annual renewal as required by the SAFE Act.
Must possess a valid driver's license.
Position requires frequent driving to other offices, bank customers, etc.
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

Nice To Haves

1+ years in a licensed role

Responsibilities

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
Ensure sales results align with the needs of the community and support the organizational commitment to diverse lending.
Engage with customers, prospects and referral sources through proactive outreach.
Represent the Bank in the community by attending and participating in civic and community events 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.
Ensure appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
Initiate conversation to uncover sales or referral opportunities.
Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
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.
Complete required training by established deadlines.
Perform general office management duties as assigned to ensure operational efficiency.
Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.