Licensed Premier Relationship Banker & Wealth Advisor

First Citizens; Black Mountain (NC); Sur place; USD 95 000 - 130 000; Plein temps

Avantages offerts par ce poste

Benefits program

Résumé du poste

First Citizens Bank seeks a Senior Premier Relationship Banker to grow full financial relationships with a mass affluent book, providing goals-based planning and coordinating with investment and insurance specialists. The role emphasizes loan and deposit solutions and collaboration with branch teams and sales partners.

This position can be licensed or non-licensed, with senior or premier levels depending on experience.

Qualifications

• Bachelor's degree in finance or related field with 4+ years of relationship management experience.
• Alternate: High School Diploma or GED with 8+ years of financial services relationship management.
• Must have or obtain Series 6 or 7, 63 and life licenses within 120 days of hire; valid driver’s license required.

Responsabilités

• Achieve individual and team sales and relationship goals aligned with community needs.
• Engage customers and referral sources through proactive outreach and community involvement.
• Partner with mortgage, FCIS and other teams to deliver comprehensive financial guidance.

Connaissances

Relationship management

Sales & referral generation

Financial guidance

Credit underwriting

Financial analysis

Retail banking knowledge

Licensed role awareness

Customer needs assessment

Communication

Interpersonal skills

Formation

Bachelor's Degree

High School Diploma or GED

Description du poste

First Citizens Bank seeks a Senior Premier Relationship Banker to grow full financial relationships with a mass affluent book, providing goals-based planning and coordinating with investment and insurance specialists. The role emphasizes loan and deposit solutions and collaboration with branch teams and sales partners.

This position can be licensed or non-licensed, with senior or premier levels depending on experience.