Home
/
Account Management
/
Licensed Premier Relationship Banker
Licensed Premier Relationship Banker-May 2024
Aiken
May 14, 2026
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Licensed Premier Relationship Banker

  Overview

  Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

  As a Premier Relationship Banker, you will be responsible for developing and managing financial relationships with mass affluent individuals within a defined market. You will develop and maintain an active prospect list, customer outreach plan and quality referral sources for individuals seeking financial guidance and advice on their increasingly complex financial needs. Establishes and manages their customer's primary banking relationship, fulfilling deposit and credit needs; and partnering with investment, insurance and other banking specialists as needed to provide goal based planning advice and services.

  Responsibilities

  Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.Qualifications

  Bachelor's degree with a minimum of 2 years experience in a financial services relationship management role, retail banking, private banking, or wealth management.

  -Or-

  High school diploma or GED with a minimum of 6 years experience in a financial services relationship management role, retail banking, private banking, or wealth management.

  Additional Requirements:

  Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Must complete federal registration and annual renewal as required by the SAFE Act. FINRA Series 6 and 63 registrations (or equivalent) and state specific life insurance license must be active and maintained or must be obtained within 90 days of job entry date.

  Employment Agreement Requirement:

  Dual Employment Agreement (all FCB/FCIS Wealth Management - dual associates, including LPAs)

  Other Preferred Requirements:

  Currently holds FINRA 6 and 63 registrations as well as state specific life insurance license, and has maintained continuing education coursework to keep licenses and/or registrations in active standing.

  1+ years in a licensed role

  Advanced knowledge of features and benefits of various bank deposit products, and related policies and procedures. Networking and building centers of influence

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Financial Account Manager
JOB DESCRIPTION Financial Account Manager (Client Accounting) Dublin Permanent/Full-time Intertrust, a CSC Company, is seeking a Financial Account Manager. Working under the direction of the Business
Senior Client Account Manager, Large Customer Sales (Tech, Gaming, & Telco)
Reddit is a community of communities where people can dive into anything through experiences built around their interests, hobbies, and passions. Our mission is to bring community, belonging, and emp
Team Lead CDD
This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice.
Relationship Banker - Johns Creek Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Key Account Manager- S & S Public
We're looking for a Key Account Manager, Public Accounts to join our Systems & Services Teambased in Jakarta, Indonesia. Working for Signify means being creative and adaptive while working in a f
Key Account Manager Retail and Hospitality - Czech Republic
We're looking for aKey Account Manager, Retail & Hospitality (R&H)to join our Systems & Services Team based in Prague, Czech Republic. Working for Signify means being creative and adaptiv
Relationship Banker
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
PIA Account Manager II
Overview Acts as a dedicated account manager, licensed broker, and internal liaison for a specific 'book of business' that is based on revenue and/or enrollment. Meets or exceeds set expectations aro
MHE Operator (12PM)
The Material Handling Equipment (MHE) Operators are responsible for inspecting, operating, and managing industrial trucks to load and unload materials and deliveries. In addition, MHE Operators move
Licensed Premier Relationship Banker
Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We'
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved