Wealth Client Specialist

First Citizens Bank•New York, NY

About The Position

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most. This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

Requirements

Bachelor's Degree and 0 years of experience in Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Banking, Sales, or Customer Service, or Operations

Nice To Haves

May provide guidance to less experienced specialists in the work group.

Responsibilities

Uncovers sales opportunities through analysis, reporting, and daily support operations.
Works directly with individuals to address issues and respond to inquiries.
Determines target needs and provides resolution.
May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
Sources, compiles, and interprets financial data.
Performs analysis to determine trends in market, product, or client information.
Provides knowledge in area of work.
Assists in process troubleshooting for both internal and external parties.
May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.