Wealth Client Advisor & Solutions Specialist

First Citizens; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Bank is seeking a Sales Support specialist within the Wealth team in Raleigh. You will engage directly with clients to identify sales opportunities, prepare necessary documentation, and support the end-to-end sales process with accurate data analysis.

The role emphasizes strong relationship management, client service excellence, and cross-functional collaboration to enhance bank offerings and drive client satisfaction.

Qualifications

• Bachelor's degree or high school diploma with 4 years' related experience.
• Must have 4 years' experience in Sales or Customer Service or Operations.
• Strong relationship and client management skills.

Responsibilities

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations.
• Documentation - Prepares documentation presented to clients such as proposals, service agreements, and implementation forms.
• Data Analysis - Sources, compiles, and interprets financial data to identify trends.
• Product Specialist - Provides knowledge in area of work; may assist in pricing and evaluating bank products.

Skills

Sales experience

Client management

Data analysis

Communication skills

Education

Bachelor's degree

High School Diploma or GED

Tools

CRM software

Job description

First Citizens Bank is seeking a Sales Support specialist within the Wealth team in Raleigh. You will engage directly with clients to identify sales opportunities, prepare necessary documentation, and support the end-to-end sales process with accurate data analysis.

The role emphasizes strong relationship management, client service excellence, and cross-functional collaboration to enhance bank offerings and drive client satisfaction.