Premier Client Banker II LB

First Citizens Bank; Raleigh (NC); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank is seeking a Premier Client Banker II in Raleigh to drive outbound sales to mass affluent clients, open deposit accounts, and refer opportunities to bank partners. You will deliver financial plan conversations, offer banking solutions, and support consumer investment needs while ensuring compliance and exceptional service.

The role requires knowledge of credit underwriting, Mortgage/Real estate lending, and a structured sales approach to meet individual and team metrics.

Qualifications

• Requires a Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Financial services relationship management, retail banking, private banking, or wealth management
• Experience in retail banking, private banking or wealth management preferred
• 1+ year licensed in a role
• Series 6, 63 and state-specific life licenses or obtain within a specified timeframe
• First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses

Responsibilities

• Sales activities achieving personal and team targets aligned with customer needs and bank goals
• Provide financial guidance and tailored product solutions
• Maintain knowledge of retail banking products and services and ensure compliance with regulations and policies

Skills

Structured sales process

Financial guidance

Retail banking products

Credit underwriting

Financial plan conversations

Education

Bachelor's degree or higher

Job description

Overview

This position is responsible for identifying new sales opportunities through telephone outreach. The role will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. The Premier Client Banker II provides consultation to develop financial plans and align product solutions to help clients achieve their financial goals. This position is responsible for opening deposit accounts, related banking services and lending (including real estate secured); as well as identifying and referring sales opportunities to bank partners when appropriate. This role supports the fulfillment of certain consumer investment needs.

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
Knowledge of retail banking products and services
Credit Underwriting knowledge
Financial Plan Conversations

Qualifications:

Premier Client Banker:
Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Financial services relationship management, retail banking, private banking, or wealth management
Preferred Area of Experience: 1+ years in a licensed role.

License or Certification Type: Series 6, 63 and state specific life insurance licenses or obtain within a specified timeframe

First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses

#LI-JW2

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.