Premier Relationship Banker: Wealth Guidance & Growth

First Citizens Bank; Durham (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

First Citizens Bank is seeking a Premier or Senior Premier Relationship Banker to build and manage full financial relationships with mass affluent clients in the Durham area. You will provide financial guidance, coordinate with investment and insurance partners, and address loan and deposit needs.

The role supports branch and partner networks, with responsibilities spanning sales, service standards, and risk management.

Qualifications

• Bachelor's Degree and 2 years of experience in financial services relationship management, retail banking, private banking, or wealth management.
• High School Diploma or GED and 6 years of experience in financial services relationship management, retail banking, private banking, or wealth management.
• Preferred Area of Experience: licensed role (1+ year for Premier, 2+ years for Senior).

Responsibilities

• Achieve financial, production and relationship goals with customers and referrals.
• Engage with customers through proactive outreach and partnerships to grow the book of business.
• Comply with regulations and internal policies to manage risk and ensure accurate transactions.

Skills

Structured sales

Financial guidance

Financial literacy

Financial analysis

Credit underwriting

Retail banking products

Business development

Financial planning

Securities products

Education

Bachelor's Degree

High School Diploma

Job description

First Citizens Bank is seeking a Premier or Senior Premier Relationship Banker to build and manage full financial relationships with mass affluent clients in the Durham area. You will provide financial guidance, coordinate with investment and insurance partners, and address loan and deposit needs.

The role supports branch and partner networks, with responsibilities spanning sales, service standards, and risk management.