Premier Client Banker

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

Job summary

First Citizens Bank in Atlanta seeks a Retail Banker to drive sales and service delivery to customers in target markets, opening deposit accounts and referring lending opportunities.

You will build relationships, provide financial guidance, and ensure compliant operations while meeting team goals. A Bachelor's degree with 1 year of sales/finance experience or a high school diploma with 5 years in similar roles qualifies.

Qualifications

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

Responsibilities

• Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned.
• Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Operations and Administration - Performs duties as assigned to ensure operational efficiency and compliance with regulations and bank policies.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking knowledge

Credit understanding

Education

Bachelor's degree + 1 year experience

High School Diploma or GED + 5 years experience

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.