Senior Wealth & Relationship Banker

First Citizens; North Augusta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

First Citizens Bank seeks a relationship leader focused on building and managing full financial relationships with mass affluent clients. The role emphasizes proactive outreach, collaboration with investment, insurance, and sales partners, and guiding customers to appropriate banking and wealth products to meet long-term goals.

This position may be filled as licensed or non-licensed, with responsibilities spanning sales, service standards, and compliant operations to support risk management and

Qualifications

• Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens

Responsibilities

• Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Operations and Administration - Comply with regulations, bank policies, procedures and delegated authorities to manage risk and ensure operational efficiency.

Skills

Sales process

Financial guidance

Financial literacy

Financial analysis

Credit underwriting

Retail banking products

Business development

Financial plan conversations

Securities products

Education

Bachelor's degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank seeks a relationship leader focused on building and managing full financial relationships with mass affluent clients. The role emphasizes proactive outreach, collaboration with investment, insurance, and sales partners, and guiding customers to appropriate banking and wealth products to meet long-term goals.

This position may be filled as licensed or non-licensed, with responsibilities spanning sales, service standards, and compliant operations to support risk management and