Senior Lead Financial Relationship Manager

3 days ago


Danville, California, United States First Citizens Bank Full time

At First Citizens Bank, we are seeking a Senior Lead Financial Relationship Manager to join our team. This is an excellent opportunity for someone who wants to build strong relationships with customers and contribute to the growth of the bank.

About the Job

The Senior Lead Financial Relationship Manager will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery in multiple branches. This role requires a high level of influence, sales outreach, communication skills, and adaptability.

Main 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
  • Valid driver's license required for frequent driving to other offices, bank customers, etc.

Benefits

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

Salary Range

We estimate the salary range for this position to be between $55,000 and $75,000 per year, depending on qualifications and location.


  • Senior Care Manager

    2 days ago


    Danville, California, United States Sunrise Senior Living Full time

    Job OverviewSunrise Senior Living is a leading provider of senior care services, dedicated to delivering high-quality care with a personal touch. We are seeking an experienced Senior Care Manager to join our team.

  • Senior Care Manager

    3 days ago


    Danville, California, United States Sunrise Senior Living Full time

    OverviewSunrise Senior Living is a leading provider of senior care services, committed to delivering high-quality care and promoting the well-being of our residents. As a Senior Care Manager with Sunrise, you will play a vital role in ensuring the highest standards of care are met for our residents.


  • Danville, California, United States Sunrise Senior Living Full time

    At Sunrise Senior Living, we're committed to providing quality care for seniors and their families. As a Senior Care Manager, you'll play a vital role in ensuring our residents receive the best possible care. This is an exciting opportunity to join our team and make a difference in the lives of our residents.About the RoleThis position involves overseeing a...


  • Danville, California, United States First Citizens Bank Full time

    About First Citizens BankAt First Citizens Bank, we value our customers and strive to provide exceptional service. Our dedicated team is committed to helping you achieve your financial goals.


  • Danville, California, United States Platform Accounting Group Full time

    Job SummaryWe are looking for a talented Accounting Specialist to join our team. As a Senior Financial Advisor, you will be responsible for providing tax, accounting, and financial guidance to our clients. With a strong background in tax preparation and a deep understanding of financial concepts, you will be able to identify opportunities for growth and...


  • Danville, California, United States Sunrise Senior Living Full time

    Job SummaryWe are seeking a dedicated Senior Care Team Lead to join our team at Sunrise Senior Living. As a key member of our care team, you will be responsible for providing exceptional care and support to our residents, while also leading by example and ensuring the highest standards of quality care are maintained.


  • Danville, California, United States Sunrise Senior Living Full time

    Sunrise Senior Living: A Great Place to WorkWe are proud to be certified as a Great Place to Work by Activated Insights. This achievement highlights the special environment we provide for our team members.As a sales professional, you will have the opportunity to work with a passionate team that is dedicated to providing quality care for seniors and their...

  • Senior Care Manager

    3 weeks ago


    Danville, California, United States Sunrise Senior Living Full time

    Purpose and ScopeThis role is responsible for overseeing the care and services provided to our residents, ensuring that they meet the highest standards of quality and compassion. The Senior Care Manager will be responsible for supervising a team of caregivers, developing and implementing individualized care plans, and coordinating with other departments to...

  • Caregiver Team Lead

    20 hours ago


    Danville, California, United States Sunrise Senior Living Full time

    About the RoleAs a Caregiver Team Lead at Sunrise Senior Living, you will play a vital role in ensuring the delivery of high-quality care and services to our residents. With a focus on leadership and teamwork, you will be responsible for guiding a team of caregivers in providing exceptional support to our seniors.Job ResponsibilitiesProvide supervisory...


  • Danville, California, United States Sunrise Senior Living Full time

    About the Role:Sunrise Senior Living is seeking a skilled and empathetic Senior Support Associate to provide top-notch care and support to our residents. As a Senior Support Associate, you will be an integral part of our care team, working closely with residents, family members, and healthcare professionals to deliver personalized care and services.Your...


  • Danville, California, United States Sunrise Senior Living Full time

    About UsSunrise Senior Living is a leading provider of senior care services, dedicated to championing quality of life for all seniors. With over 30 years of experience, we have established ourselves as a trusted partner in the industry.Job OverviewWe are currently seeking a highly skilled and compassionate Senior Care Specialist to join our team. As a Senior...


  • Danville, California, United States Sunrise Senior Living Full time

    About This OpportunityAt Sunrise Senior Living, we are passionate about delivering high-quality care and services to seniors. We are seeking a dedicated and compassionate Caregiver to join our team.ResponsibilitiesBuild Meaningful Relationships: Form strong bonds with residents and their families by providing personalized assistance with activities of daily...


  • Danville, California, United States Sunrise Senior Living Full time

    At Sunrise Senior Living, we offer a competitive salary range of $40,000 to $60,000 per year for our Resident Support Coordinators. This role is ideal for individuals passionate about delivering exceptional care and services to seniors in our assisted living and reminiscence neighborhoods.Job Description:As a Resident Support Coordinator, you will be...

  • Senior Care Leader

    3 weeks ago


    Danville, California, United States Sunrise Senior Living Full time

    OverviewSunrise Senior Living is a leading provider of senior care services, dedicated to championing quality of life for all seniors. We deliver high-quality care with a personal touch and encourage our residents to enjoy life to the fullest.About the RoleWe are seeking an experienced Senior Care Leader to join our team at Sunrise Senior Living. As a Senior...

  • Tax Consultant Lead

    19 hours ago


    Danville, California, United States Platform Accounting Group Full time

    Job OverviewWe are seeking an Advanced Tax Professional to join our team at Platform Accounting Group. This role involves preparing complex tax returns, advising clients on tax-related matters, and building strong relationships with our clients.As an Advanced Tax Professional, you will work closely with our experienced team of professionals to deliver...


  • Danville, California, United States Sunrise Senior Living Full time

    About UsSunrise Senior Living has championed quality of life in senior care for over 30 years. We believe our team members are our greatest resource, and we're looking for people who share our commitment to providing quality care for seniors and their families.Job Description:As a Caregiver at Sunrise Senior Living, you will be responsible for providing...


  • Danville, California, United States Sunrise Senior Living Full time

    Job SummaryWe are seeking an experienced Nurse Care Manager to join our team at Sunrise Senior Living. As a key member of our care staff, you will be responsible for providing high-quality nursing care to our residents while maintaining a safe and organized environment.About the RoleAdminister medications and treatments in accordance with established...


  • Danville, California, United States Sunrise Senior Living Full time

    We are seeking a Dining Services Manager to join our team at Sunrise Senior Living. In this role, you will be responsible for providing exceptional dining experiences to our residents.About Us: At Sunrise Senior Living, we have been championing quality of life in senior care for over 30 years. We believe that our team members are our greatest resource, and...


  • Danville, California, United States Sunrise Senior Living Full time

    Sunrise Senior LivingWe are committed to providing exceptional care and services to seniors in our assisted living and reminiscence neighborhoods.About the RoleThis senior care professional will provide high-quality care and services to a consistent group of residents, building meaningful relationships with them and their families.Key Responsibilities:Assist...


  • Danville, California, United States Commonwealth Senior Living at Stratford House Full time

    Job Title: Care Director for Senior Living CommunitiesAbout the Role:We are seeking a dedicated and compassionate Care Director to join our team at Commonwealth Senior Living at Stratford House. As a key member of our leadership team, you will be responsible for overseeing the delivery of high-quality resident care services.About You:To be successful in this...