Senior Premier Relationship Banker

First Citizens Bank • Evans, GA

3d

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 goals-based planning advice and services. The banker guides customers and fulfills loan and deposit needs, ensuring banking products and services are aligned with their financial goals. The position cultivates strong relationships with branch and business banking teams within a defined bank area and/or market, as well as mortgage, FCIS, and other sales partners, to build and manage full financial relationships. The role may be filled as licensed or non-licensed.

The position is responsible for achieving sales and relationship goals, providing attentive customer service, and complying with applicable regulations, bank policies, procedures, and delegated authorities. It may require frequent driving to other offices and customer locations; a bank car is not provided.

Requirements

• Bachelor's degree and 4 years of experience, or high school diploma/GED/equivalent and 8 years of experience in financial services relationship management, retail banking, private banking, or wealth management; alternatively, 1+ years in a PRBI role at First Citizens.
• 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.
• Skills in applying a structured sales process, providing financial guidance and expertise, financial literacy and analysis, credit underwriting, retail banking products and services, business development, financial plan conversations, and securities products and services.

Nice To Haves

• 2+ years in a licensed role.

Responsibilities

• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
• Engage customers, prospects, and referral sources through proactive outreach.
• 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 or referral opportunities; listen to customers, ask questions to understand their needs and preferences, and promptly address immediate 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 risk.
• Complete required training by established deadlines and perform assigned general office management duties.
• Ensure 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's benefits website.

What This Job Offers

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