Relationship Banking Specialist: Growth, Guidance & Lending

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

Job summary

First Citizens in Atlanta is seeking a banking professional to grow deposits and lending through proactive outreach and exceptional customer service. You’ll open deposit accounts, provide financial guidance, and refer opportunities to bank partners to deepen customer relationships.

Responsibilities include executing a structured sales process, leveraging knowledge of retail banking products, and maintaining compliance with regulations.

Qualifications

• Bachelor's degree and 1 year of experience OR High School Diploma or GED with 5 years in sales, customer service, or lending/financial services sales.

Responsibilities

• Sales: drive individual or team results and referrals aligned to metrics and customer needs.
• Service: build partnerships, uncover sales or referral opportunities, and address customer needs promptly.
• Operations: ensure efficiency, comply with policies, manage risk, and complete trainings on time.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Credit understanding

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens in Atlanta is seeking a banking professional to grow deposits and lending through proactive outreach and exceptional customer service. You’ll open deposit accounts, provide financial guidance, and refer opportunities to bank partners to deepen customer relationships.

Responsibilities include executing a structured sales process, leveraging knowledge of retail banking products, and maintaining compliance with regulations.