Licensed Premier Relationship Banker

Sales

• Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community by attending and participating in civic and community events 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.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Service Standards

• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

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.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.
• The results may include an accountability for individual contribution as well as team performance.

Qualifications

• Bachelor's Degree and 2 years of experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens OR High School Diploma or GED and 6 years of experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens
• Preferred Area of Experience: 1+ years in a licensed role
• License or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses or obtain within a reasonable timeframe.
• Must complete federal registration and annual renewal as required by the SAFE Act.
• Must possess a valid driver's license.
• Position requires frequent driving to other offices, bank customers, etc.
• Bank car not provided.

Required Skill(s)

• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy and analysis
• Credit underwriting
• Knowledge of retail banking products and services
• Business development
• Financial plan conversations
• Knowledge of securities products and services

Benefits

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.