Wealth Client Solutions Advisor

First Citizens Wealth; Greensboro (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

First Citizens Bank is seeking a Wealth Division support professional to assist in daily sales activities, analyze client needs, and guide documentation and service delivery. You will address inquiries, resolve account or product discrepancies, and help ensure client satisfaction throughout the sales process.

The role involves preparing documentation, providing product knowledge, and supporting senior specialists. Prior banking or wealth experience is preferred.

Qualifications

• Bachelor's Degree or High School Diploma with related experience in Sales/Customer Service/Operations.
• Preference for Banking or Wealth Management experience.
• Benefits are part of total rewards package and vary by location.

Responsibilities

• Service & Support: identify sales opportunities and assist in calls or presentations to solicit business.
• Documentation: prepare proposals, service agreements and implementation forms for clients.
• Data Analysis: collect, compile, and interpret financial data to identify trends.
• Product Specialist: advise on bank products/services and assist in pricing and process troubleshooting.

Skills

Sales experience

Customer service

Operations

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Wealth Division support professional to assist in daily sales activities, analyze client needs, and guide documentation and service delivery. You will address inquiries, resolve account or product discrepancies, and help ensure client satisfaction throughout the sales process.

The role involves preparing documentation, providing product knowledge, and supporting senior specialists. Prior banking or wealth experience is preferred.