Premier Client Banker

First Citizens; Raleigh (NC); Hybrid; USD 40,000 - 65,000; Full time

Job summary

First Citizens Bank is seeking a hybrid Sales and Service Associate to enhance customer relationships and deliver banking solutions. This role involves outreach to both Bank associates and consumers, focusing on opening accounts and lending services. Candidates should possess a degree or extensive sales experience in the financial sector, demonstrating both customer service excellence and financial knowledge. Comprehensive benefits are available, reflecting the Bank's commitment to its associates.

Benefits

Competitive benefits program

Qualifications

• 1 year in banking or sales with a Bachelor's degree, or 5 years without.
• Licensed in structured sales processes.
• Experience with retail banking products.

Responsibilities

• Achieve sales and relationship goals through customer outreach.
• Provide financial guidance and support to customers.
• Ensure operational efficiency in banking transactions.

Skills

Financial literacy

Financial Analysis

Credit Underwriting

Sales experience

Customer service

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position supports sales and service delivery to Bank associates and consumers in target markets. Builds and expands banking relationships virtually 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

• 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.

Qualifications

Bachelor's Degree and 1 years of experience in banking, sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in banking, sales, customer service, or lending or financial services sales

License or Certification Type: Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations

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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