Licensed Premier Relationship Banker
Company: First Citizens Bank
Location: Pawleys Island
Posted on: November 26, 2022
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Job Description:
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 and 4 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 8
years of experience in Financial services relationship management,
retail banking, private banking, or wealth management; or 1+ years
in a PRBI role at First CitizensPreferred Area of Experience: 2+
years in a licensed roleLicense or Certification Type: Series 6,
63, and state-specific life insurance licenses. FCIS will hold
Series 7 Licenses Required, Must complete federal registration and
annual renewal as required by the SAFE Act. Required, Must possess
a valid driver's license. Position requires frequent driving to
other offices, bank customers, etc. Bank car not provided.
Required, Certified Financial Planner PreferredSkill(s):
Application of a structured sales process, Providing financial
guidance and expertise, Financial literacy, Financial analysis,
Credit underwriting, Knowledge of retail banking products and
services, Business development, Financial plan conversations,
Knowledge of securities products and services
Keywords: First Citizens Bank, Charleston , Licensed Premier Relationship Banker, Other , Pawleys Island, South Carolina
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