Premier Client Banker

First Citizens; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

First Citizens in Atlanta is seeking a banking professional to grow deposits and lending through proactive outreach and exceptional customer service. You’ll open deposit accounts, provide financial guidance, and refer opportunities to bank partners to deepen customer relationships.

Responsibilities include executing a structured sales process, leveraging knowledge of retail banking products, and maintaining compliance with regulations.

Qualifications

• Bachelor's degree and 1 year of experience OR High School Diploma or GED with 5 years in sales, customer service, or lending/financial services sales.

Responsibilities

• Sales: drive individual or team results and referrals aligned to metrics and customer needs.
• Service: build partnerships, uncover sales or referral opportunities, and address customer needs promptly.
• Operations: ensure efficiency, comply with policies, manage risk, and complete trainings on time.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Credit understanding

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

This position supports sales and service delivery to Bank associates and consumers in target markets. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.

Responsibilities & Qualifications

Duties & Responsibilities:
Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.

Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance.

Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

Position Specific Skills

• Application of a structured sales process
• Provides financial guidance and expertise
• Financial literacy
• Knowledge of retail banking products and services
• Credit understanding

Qualifications

Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Sales, customer service, or lending or financial services sales

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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