Financial Relationship Manager

5 days ago


Charlotte, North Carolina, United States First Citizens Bank Full time

**Overview:**

First Citizens Bank is committed to building long-term relationships with our customers. We're seeking a skilled and adaptable Financial Relationship Manager to join our team.

As a Financial Relationship Manager, you will play a vital role in supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests.

**Key Responsibilities:**

  • Proactively engage customers in conversation about their financial needs.
  • Opening deposit accounts and ancillary banking products.
  • Facilitating customer awareness and education of bank services, including digital banking capabilities.
  • Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.
  • Processing transactions and other account servicing requests.

**Requirements:**

  • High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
  • Preferred Education: Bachelor's degree.
  • Preferred Area of Experience: Telephone sales.
  • Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services.

**Benefits:**

Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. Our salary range for this position is $45,000 - $60,000 per year, based on location and experience.



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