Home
/
Account Management
/
Licensed Premier Relationship Banker
Licensed Premier Relationship Banker-May 2024
Aiken
May 2, 2025
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
Renewals Representative II - Dutch Speaking
Job Desription - Renewals Manager {RRII} (Dutch Speaking - Commercial) The Renewal Manager (Krakow, Poland) will be responsible for assisting Zendesk customers in aligning their subscription to their
Retail Account Manager (Remote)
Eaton's ES AMER ARS division is currently seeking a Retail Account Manager (Remote). This is an exciting opportunity to join Eaton's Electrical sector, and support our retail account management team.
Director, Digital Client Partner - Specialty Care
Role Summary This is an exciting opportunity to join the Pfizer Digital Client Partners team and contribute to our vision to lead Pfizer Digital engagement with our clients, drive digital strategy an
Associate Customer Success Manager
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
Sr. Technical Account Manager (Remote, ROU)
#WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity, our team changed the game. Since our inception, our market leading cloud-native platform has offered unpara
Client Partner Financial Services (German Speaker)
Description Publicis Sapient (PS), a global leader in Digital Business Transformation (DBT), is looking for a Client Partner with a demonstrated track record of results to join our exceptional client
Account Manager, Technology
Description At Kforce, our culture of flexibility empowered through trust, technology and opportunity allows you to design your best life. Find the best path to your success by joining our award-winn
MAJOR ACCOUNT MANAGER
About Netskope Today, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is buil
TECHNICAL ACCOUNT MANAGER - INDIA (WEST US SHIFT)
About Netskope Today, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is buil
Customer Service Account Manager
Eaton's IS AER FED division is currently seeking a Customer Service Account Manager to join our team. This is a hybrid office/remote position located at our Beltsville, MD facility. The Customer Acco
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved