-
Premier Client Banker II
1 week ago
First Citizens Bank Knightdale, United StatesOverview: As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach. You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will a ...
-
Pacifica Continental Raleigh, United StatesThe Analyst will provide on-site research support to our client located in Raleigh. The Analyst will be an extension of the client's team and will be responsible for creating/maintaining detailed financial models and structuring work products based on pitch / deal requirement in ...
-
Universal Banker
4 days ago
M&F Bank Raleigh, United StatesJob Details · Job Location · Rock Quarry Road Branch - Raleigh, NC · Position Type · Full Time · Job Shift · Day · Job Category · Banking · Description · As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a clients banking needs from sal ...
-
Commercial Loan Documentation Analyst II
1 week ago
First Foundation Bank Irvine, United StatesJob Description · Job DescriptionSummary: This position is responsible for commercial loan administration and exceptional client service in partnership with assigned commercial and private bankers. · Duties and Responsibilities: · Understand and comply with requirements of all la ...
-
Float Universal Banker
2 weeks ago
First Horizon Bank Raleigh, United StatesLocation: On site in Raleigh, North Carolina · A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be ...
-
Sr. Client Services Associate
1 day ago
Stifel Raleigh, United StatesSummary · The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to pres ...
-
Truist Financial Corporation Durham, United States Part timeProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the clients financial needs. Cross Universal Banker, Research, Pa ...
-
Senior Treasury Management Sales Officer
2 weeks ago
First Horizon Bank Raleigh, United StatesLocation: On site at location listed in job posting · Summary · Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support ...
-
Senior Treasury Management Sales Officer
1 week ago
First Horizon Bank Raleigh, NC, United States Full timeLocation: On site at location listed in job posting · Summary · Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative suppo ...
-
Float Universal Banker
1 week ago
First Horizon Raleigh, United StatesLocation: On site in Raleigh, North Carolina · A successful Universal Banker is versatile, flexible, and talented.You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be ...
-
Float Universal Banker
1 week ago
First Horizon Bank Raleigh, United StatesLocation: On site in Raleigh, North Carolina · A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be ...
-
Personal Banker
2 weeks ago
PNC Raleigh, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
-
Sr. Fraud Analyst
4 days ago
Greene Resources Raleigh, United States· Job Number: 47392 · Sr. Fraud Analyst · Job Description: · Our client is seeking a Senior Fraud Analyst This position will use internal and external intelligence to perform investigations against this data to identify fraud and financial crime exposure across the enterprise ...
-
Senior Treasury Management Sales Officer
1 week ago
First Horizon Bank Raleigh, NC, United States Full timeResponsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients. · Work under the ...
-
Universal Banker
1 week ago
M&F Bank Durham, United StatesJob Details · Job Location · 2634 DURHAM CHAPEL HILL BLVD - DURHAM, NC · Position Type · Full Time · Job Shift · Day · Job Category · Banking · Description · As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a clients banking needs from ...
-
Sr. Fraud Analyst
2 days ago
Greene Resources Raleigh, NC, United StatesFraud Analyst · Our client is seeking a Senior Fraud Analyst This position will use internal and external intelligence to perform investigations against this data to identify fraud and financial crime exposure across the enterprise. This position requires the ability to analyze ...
-
Relationship Banker
13 hours ago
Bank of America Raleigh, United StatesRelationship Banker - Village District Financial Center · Raleigh, North Carolina · Job Description: · At 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 ...
-
Float Universal Banker
2 weeks ago
First Horizon Bank Raleigh, NC, United States Full timeLocation: On site in Raleigh, North Carolina · A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will b ...
-
Marketing Coordinator
2 days ago
EisnerAmper Raleigh, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Marketing Manager, Programs
1 week ago
FactSet Raleigh, United StatesGlobal Marketing at FactSet focuses on driving awareness and demand for FactSet's current and future solutions in support of company revenue goals. All along the customers' buying journey through retention, we partner with our business units, sales teams, and technology stakehold ...
Premier Client Banker II - Morrisville, United States - First Citizens Bank
Description
Overview:
As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach.
You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs.
In this role, you will provide consultation to develop financial plans and align product solutions to help clients achieve their financial goals.
Qualities of a successful candidate:
Self Directed Work Effort:
Self-starter that is disciplined enough to manage daily calling activity to achieve required results
Sales Outreach:
Maintains a proactive client outreach plan to retain and grow the existing book
Adaptability:
Has the ability to learn and adapt quickly to new information and technology
Influence:
Capable of building rapport with different personalities to drive positive results
Partnerships and Collaboration:
Strives to build strong working relationships with those on their team as well as cross-functional relationships
Communication Skills - Interpersonal:
Comfortable and confident in presenting ideas and solutions in a variety of settings (virtually, over the phone or in-person)
Agility:
Able to process information and move quickly through problem resolution
#LI-JR1 Responsibilities:
The essential functions of the job include, but are not necessarily limited to, the following:Proactive outreach to mass affluent clients in an assigned market to expand existing relationships.
Partnering with bankers in assigned markets to develop consumer client relationships.Proactive outreach to Bank Associates to promote the bank's Associate Banking program.
Developing financial plans with individuals who are accumulating assets, nearing retirement, or transitioning into retirement.
Qualifications:
Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ManagementPreferred Area of Experience: 1+ years in a licensed roleLicense or
Certification Type:
Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(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, Knowledge of retail banking products and services