Senior Premier Relationship Banker & Financial Advisor

First Citizens Bank; Snead (GA); On-site; USD 70,000 - 130,000; Full time

Job summary

First Citizens Bank is seeking a Mass Affluent Relationship Manager to build and deepen client relationships through proactive outreach and collaboration with branch teams. The role involves delivering financial guidance, coordinating with investment and insurance specialists, and aligning loan and deposit solutions with clients' goals.

This position can be licensed or non-licensed. It requires financial services experience and federal SAFE Act registration, plus Series 6/7, 63 and state life

Qualifications

• Bachelor's Degree plus 4 years' experience in financial services relationship management, retail banking, private banking, or wealth management; or a High School Diploma with 8 years' experience.
• Preferred Area of Experience: 2+ years in a licensed role.
• Must complete federal registration and annual renewal per the SAFE Act; Must possess a valid driver's license; frequent travel to other offices; Bank car not provided.
• Must obtain Series 6 or 7, 63 and state-specific life insurance licenses within 120 days of hire.

Responsibilities

• Sales: achieve individual/team financial, production and relationship results aligned with community needs and CRA opportunities.
• Service Standards: foster collaborative partnerships, uncover sales/referral opportunities, and address customer needs.
• Operations and Administration: comply with regulations and policies, manage risk, and ensure operational efficiency.

Skills

Sales process

Financial guidance

Financial literacy

Financial analysis

Credit underwriting

Retail banking products

Business development

Financial planning talks

Securities products

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Mass Affluent Relationship Manager to build and deepen client relationships through proactive outreach and collaboration with branch teams. The role involves delivering financial guidance, coordinating with investment and insurance specialists, and aligning loan and deposit solutions with clients' goals.

This position can be licensed or non-licensed. It requires financial services experience and federal SAFE Act registration, plus Series 6/7, 63 and state life