Strategic Banking Relationship Manager
7 days ago
We are seeking a highly motivated and results-driven Strategic Banking Relationship Manager to join our team at First Citizens Bank. As a key member of our sales team, you will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery.
About the RoleThis role requires a self-starter who can manage daily calling activity to achieve required results, with strong communication and interpersonal skills. The ideal candidate will have the ability to learn and adapt quickly to new information and technology, with a focus on delivering exceptional customer service and driving positive results.
Key Responsibilities- Proactive outreach to generate appointments for sales conversations
- Sales conversations to understand banking needs and financial goals
- Open deposit accounts and originate loans (including real estate secured loans)
- Identify referrals for wealth, mortgage and business/commercial banking
- Provide financial advice and establish accounts for investment and retirement needs
To be successful in this role, you will need a Bachelor's Degree and 2 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Preferred SkillsWe are looking for candidates with a proven track record in financial services sales, telephone sales, and one year experience in a licensed sales role. A Series 6 or 7, 63 and state specific life insurance licenses is required, as well as completion of federal registration and annual renewal as required by the SAFE Act.
Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience. First Citizens benefits programs are designed to meet our associates where they are in life, with customized offerings including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
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