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Overview: The successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5 Million to $20 Million in revenue. Reviewing RFPs' and developing and implementing strategies to acquire high revenue clients, focusing on deposit acquisition. Build and maintain strong relationships with clients, understanding their... more ->
Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required... more ->
Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction... more ->
Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with... more ->