Elite Premier Relationship Advisor

First Citizens Bank; North Augusta (GA); Presencial; USD 85.000 - 125.000; Jornada completa

Descripción de la vacante

First Citizens Bank in Georgia is seeking a Mass Affluent Relationship Manager to build full financial relationships through proactive outreach and referrals from bank partners. You will provide guidance on loans, deposits, investments, and insurance, coordinating with specialists to meet clients' goals.

Responsibilities include driving sales, delivering service excellence, and maintaining compliant operations while collaborating with branch teams and sales partners.

Formación

• Minimum required education and experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED with 8 years' experience in financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens.
• Preferred experience: 2+ years in a licensed role.
• Required licenses/certifications: Must complete federal registration and annual renewal per SAFE Act; valid driver's license; ability to obtain Series 6 or 7, 63 and state life licenses within 120 days of hire.

Responsabilidades

• Sales: Achieve individual or team financial, production and relationship results aligned with goals; engage with customers, prospects and referrals.
• Service standards: Build collaborative partnerships, identify sales or referral opportunities, and address customer needs with banking guidance.
• Operations and compliance: Adhere to regulations and policies, maintain accurate records, and ensure efficient operations across branches.

Conocimientos

Relationship management

Sales

Financial guidance

Financial analysis

Communication

Educación

Bachelor's Degree

High School Diploma

Descripción del empleo

First Citizens Bank in Georgia is seeking a Mass Affluent Relationship Manager to build full financial relationships through proactive outreach and referrals from bank partners. You will provide guidance on loans, deposits, investments, and insurance, coordinating with specialists to meet clients' goals.

Responsibilities include driving sales, delivering service excellence, and maintaining compliant operations while collaborating with branch teams and sales partners.