Premier Relationship Banker: Mass Affluent Wealth Guide

First Citizens Bank; Boone (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

First Citizens Bank seeks a Mass Affluent Relationship Manager to build full relationships with clients through proactive outreach and referrals. You will provide goals-based planning, guide loan/deposit needs, and collaborate with investment and insurance specialists.

Role involves driving sales, delivering exceptional service, and complying with bank policies while partnering with branch teams and sales partners to grow the book of business.

Qualifications

• Bachelor's Degree and 2 years of experience in Financial services relationship management, retail banking, private banking, or wealth management.
• Preferred Area of Experience: 1+ years in a licensed role.

Responsibilities

• Sales – Achieve individual and/or team financial, production and relationship results; engage customers, prospects and referral sources to generate business.
• Service Standards – Build collaborative partnerships, uncover opportunities, and address customer needs with timely actions.
• Operations and Administration – Comply with regulations and policies; maintain accurate records and perform duties to ensure efficiency.

Skills

Financial guidance

Relationship management

Sales process

Prospecting

Cross-functional collaboration

Education

Bachelor's Degree

High School Diploma

Series 6/7, 63 licenses

Life insurance licenses

Job description

First Citizens Bank seeks a Mass Affluent Relationship Manager to build full relationships with clients through proactive outreach and referrals. You will provide goals-based planning, guide loan/deposit needs, and collaborate with investment and insurance specialists.

Role involves driving sales, delivering exceptional service, and complying with bank policies while partnering with branch teams and sales partners to grow the book of business.