Relationship Manager III

First Citizens Bank • Portsmouth, NH

1d • Hybrid

About The Position

The Relationship Manager III is responsible for expanding and retaining business relationships in the Commercial division. The role conducts retention activities to maintain key business opportunities and serves as a subject matter expert supporting the Equipment Finance Division. It delivers a full range of lending, deposit, and ancillary services and may provide leadership to less experienced associates in the work group.

This is a hybrid role, with four days working in the Portsmouth, New Hampshire office and one day working remotely. The position supports the Commercial business unit’s strategy and financial planning through data analysis, reporting, and process improvements, while managing risk and complying with applicable regulations and bank policies.

Requirements

• Bachelor's degree and 2 years of experience, or a high school diploma/GED or equivalent and 6 years of experience in inside or outside sales in equipment finance or commercial sales.
• Strong written and verbal communication skills, with the ability to communicate effectively across business levels.
• Strong customer service skills and exceptional attention to detail.
• Technologically savvy.
• Client-focused, proactive, and results-oriented.
• Proficient with Microsoft Office Suite, including Excel, PowerPoint, and Word.
• Skills in time management, discipline, phone sales, customer portfolio management, and pricing strategy.

Nice To Haves

• Two years of prior sales experience is strongly preferred.
• Salesforce or CRM experience is preferred.

Responsibilities

• Conduct sales outreach to acquire customers, deepen relationships, and achieve assigned financial, production, and relationship goals.
• Engage internal partners, customers, prospects, referral sources, and vendor partners to identify opportunities, expand business relationships, and deliver appropriate solutions.
• Use a consultative, ethical, customer-focused sales approach that creates value and supports strategic objectives.
• Support the Commercial business unit’s ongoing strategy and financial planning.
• Produce reports based on data analysis, industry trends, and process capabilities; communicate patterns, problems, and improvement areas.
• Develop process enhancements based on reporting.
• Build collaborative partnerships that deliver value for customers, prospects, colleagues, and strategic vendor partners.
• Initiate conversations to identify sales, referral, and business development opportunities; listen to needs and take prompt action to deliver effective solutions.
• Use coaching, bank initiatives, tools, and resources to improve sales and service performance and increase relationship value and business growth.
• Comply with regulations, bank policies, and procedures to manage credit, operational, reputational, regulatory, and legal risks in Commercial banking.
• Complete required training by established deadlines.
• May provide leadership to less experienced associates in the work group.

Benefits

• First Citizens Bank offers a benefits program as part of its total rewards, described as competitive, thoughtfully designed, and intended to meet associates’ needs. Details are available at https://jobs.firstcitizens.com/benefits.

What This Job Offers

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