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Licensed Premier Relationship Banker

Company: First Citizens Bank
Location: Greensboro
Posted on: July 14, 2019

Job Description:

Position Description:

Acquire and manage relationships with mass affluent individuals; consumer lending; deliver consumer revenue products and services; identify opportunities for wealth management and partner with SFA for wealth management solutions. Supports a cluster of branches in markets where there is a significant opportunity to bank mass affluent individuals.

Principle Accountabilities:

Operations and Administration:

Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.

Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.

Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Performs general office management duties as assigned.

Completes required training by established deadlines.

Service & Sales Support and Referrals:

Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.

Ensures service and referral activities are aligned to create value for both the customer and the bank.

Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.

Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.

Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.

Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.

Sales:

Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.

Develops and implements an individual sales & service activities plan that aligns with the team plan.

Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.

Effectively engages partners to develop holistic customer relationships.

Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.

When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.

Position Requirements:

Basic Qualifications:

Bachelor degree with a minimum of 8 years experience in financial services relationship management; retail/business/commercial banking, private banking, wealth management.



  • or -


    High school diploma or GED with a minimum of 12 years experience in financial services relationship management ;retail/business/commercial banking, private banking, wealth management.

    Additional Requirements:

    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.

    Requires Series 6, 63 and state specific life insurance licenses.

    Employment Agreement Requirement:

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

    Preferred Qualifications:

    Personal financial analysis and credit underwriting skills.

    CFP.

Keywords: First Citizens Bank, Greensboro , Licensed Premier Relationship Banker, Other , Greensboro, North Carolina

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