Wealth Client Specialist - Greensboro

First Citizens Bank; Greensboro (NC); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Greensboro, NC seeks a versatile Wealth Services professional to drive client engagement and support the sales process.

You will analyze financial data, prepare client documentation, and collaborate with product specialists to price and enhance bank offerings. A Bachelor's degree or equivalent experience is required; banking or wealth management background is a plus.

Qualifications

• Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations
• High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
• Preferred: Banking or Wealth Management experience

Responsibilities

• Service & Support – uncovers sales opportunities through analysis, reporting, and daily support operations.
• Documentation – prepares proposals, service agreements, and implementation forms for clients.
• Data Analysis – sources, compiles, and interprets financial data and trends.
• Product Specialist – assists in pricing and improving bank offerings; supports internal/external teams.

Skills

Customer service

Sales

Data analysis

Presentations

Education

Bachelor's degree

High school diploma or GED

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

Responsibilities & Qualifications

Duties & Responsibilities:
Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.

Qualifications: Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations

Preferred: Banking or Wealth Managment experience

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.