Premier Client Banker

Sales

• Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned.
• Engages with customers, prospects, and referral sources through proactive outreach.
• Engages in sales practices that are aligned to create value for both the customer and the Bank.
• Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.

Service Standards

• Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Initiates conversation to uncover sales or referral opportunities.
• Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs.
• Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance.

Operations and Administration

• Performs duties as assigned to ensure operational efficiency.
• Complies 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.
• Completes required training by established deadlines.

Qualifications

• Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR
• High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales.

Preferred Skill(s)

• Application of a structured sales process,
• Provides financial guidance and expertise,
• Financial literacy,
• Knowledge of retail banking products and services,
• Financial Analysis,
• Credit Underwriting,
• Financial Plan Conversations.

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.