Jobs
>
Summerville

    Licensed Premier Relationship Banker II - Summerville, United States - First Citizens Bank

    First Citizens Bank
    First Citizens Bank Summerville, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    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 Citizens

    Preferred Area of Experience: 2+ years in a licensed role

    License 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 Preferred

    Skill(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
  • Bank of America

    Relationship Banker

    1 month ago

    Bank of America Dorchester, United States Full time

    Job Description: · Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and sharehold ...

  • Synovus

    Universal Banker I

    2 weeks ago

    Synovus Summerville, United States

    Entry-level banking role to build proficiency in both teller and banker functions. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales pot Universal Banker, Relationshi ...

  • First Citizens Bank

    Commercial Banker II

    3 weeks ago

    First Citizens Bank Charleston, United States

    Overview: Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with busin ...

  • Bank of South Carolina

    Personal Banker

    3 weeks ago

    Bank of South Carolina Charleston, United States

    Job Description · Job DescriptionThe Bank of South Carolina is dedicated to being a full-service financial institution, with a priority placed on hospitality and service. We pride ourselves on our attention to detail, and we strive to provide customers with the highest level of p ...

  • First Citizens Bank

    Commercial Banker

    1 week ago

    First Citizens Bank Charleston, United States Full time

    Overview: · Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. · As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with ...