First Citizens Bank
Premier Relationship Banker II
First Citizens Bank, Charleston, South Carolina, United States, 29408
Overview
This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. The role strengthens and manages existing relationships by providing financial advice, partnering with investment and insurance specialists to offer goal‑based planning advice and services. It also guides clients on loan and deposit needs, ensuring banking products and services align with their financial goals. The position cultivates strong relationships with branch and business banking teams within a defined bank area or specific market, as well as with mortgage, FCIS, and other sales partners to build and manage full financial relationships. Responsibilities
Sales – Achieve individual and/or team financial, production, and relationship results relative to specific metrics and goals. Engage customers, prospects, and referral sources through proactive outreach and represent the bank in community events to generate additional business and identify CRA opportunities. Conduct sales practices that create value for both customer and bank, ensuring conversations provide relevant financial guidance. Service Standards – Foster collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiate conversations to uncover sales or referral opportunities, listen attentively, ask insightful questions to understand needs, and take prompt actions. Seek coaching and support bank initiatives to optimize performance. Operations and Administration – Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk. Complete required training by established deadlines. Perform general office duties to ensure operational efficiency. Qualifications
Bachelor’s Degree and 4 years of experience in financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in financial services relationship management, retail banking, private banking, or wealth management. Preferred Area of Experience: 2+ years in a licensed role. License or Certification: Must have or acquire Series 6 or 7, 63, and state‑specific life insurance licenses within 120 days of hire. Must complete federal registration and annual renewal as required by the SAFE Act. Must possess a valid driver’s license. Position requires frequent driving; a bank car is not provided. Required Skills: 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. Benefits
First Citizens Bank offers a competitive, thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits. Salary
Charleston, SC $37,260.55–$42,465.00 Seniority level
Not Applicable Employment type
Full‑time Job function
Finance and Sales Banking and Financial Services
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This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. The role strengthens and manages existing relationships by providing financial advice, partnering with investment and insurance specialists to offer goal‑based planning advice and services. It also guides clients on loan and deposit needs, ensuring banking products and services align with their financial goals. The position cultivates strong relationships with branch and business banking teams within a defined bank area or specific market, as well as with mortgage, FCIS, and other sales partners to build and manage full financial relationships. Responsibilities
Sales – Achieve individual and/or team financial, production, and relationship results relative to specific metrics and goals. Engage customers, prospects, and referral sources through proactive outreach and represent the bank in community events to generate additional business and identify CRA opportunities. Conduct sales practices that create value for both customer and bank, ensuring conversations provide relevant financial guidance. Service Standards – Foster collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiate conversations to uncover sales or referral opportunities, listen attentively, ask insightful questions to understand needs, and take prompt actions. Seek coaching and support bank initiatives to optimize performance. Operations and Administration – Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk. Complete required training by established deadlines. Perform general office duties to ensure operational efficiency. Qualifications
Bachelor’s Degree and 4 years of experience in financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in financial services relationship management, retail banking, private banking, or wealth management. Preferred Area of Experience: 2+ years in a licensed role. License or Certification: Must have or acquire Series 6 or 7, 63, and state‑specific life insurance licenses within 120 days of hire. Must complete federal registration and annual renewal as required by the SAFE Act. Must possess a valid driver’s license. Position requires frequent driving; a bank car is not provided. Required Skills: 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. Benefits
First Citizens Bank offers a competitive, thoughtfully designed benefits program. More information can be found at https://jobs.firstcitizens.com/benefits. Salary
Charleston, SC $37,260.55–$42,465.00 Seniority level
Not Applicable Employment type
Full‑time Job function
Finance and Sales Banking and Financial Services
#J-18808-Ljbffr