Mass Affluent Banking Advisor and Relationship Leader

First Citizens Bank; Snead (GA); On-site; USD 60,000 - 110,000; Full time

Job summary

First Citizens Bank seeks a capable relationship management professional to build and sustain full financial relationships with mass affluent clients. The role emphasizes proactive outreach, collaboration with investment and insurance partners, and goals-based planning to align loans and deposits with client objectives.

This position may be filled licensed or non-licensed, with potential driving to multiple offices and community events to expand business and CRA opportunities.

Qualifications

• Bachelor's degree plus 4 years' experience or High School Diploma with 8 years in financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens.
• Must complete federal registration and annual renewal as required by the SAFE Act; must possess a valid driver's license and be able to travel to other offices.

Responsibilities

• Achieve financial, production and relationship goals for assigned book of business.
• Engage with customers and referral sources; represent the Bank in the community and CRA opportunities.
• Ensure compliance with bank policies, regulations, and risk controls in all personal interactions and transactions.

Skills

Financial guidance

Retail banking knowledge

Business development

Financial plan discussions

Credit underwriting

Securities products knowledge

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank seeks a capable relationship management professional to build and sustain full financial relationships with mass affluent clients. The role emphasizes proactive outreach, collaboration with investment and insurance partners, and goals-based planning to align loans and deposits with client objectives.

This position may be filled licensed or non-licensed, with potential driving to multiple offices and community events to expand business and CRA opportunities.