Premier Client Banker II

First Citizens Bank.
Raleigh, NC
Premier Client Banker II Location Raleigh, NC (Southwest Raleigh area) : Overview This position is responsible for identifying new sales opportunities through telephone outreach. The role 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. The Premier Client Banker II provides consultation to develop financial plans and align product solutions to help clients achieve their financial goals. This position is responsible for opening deposit accounts, related banking services and lending (including real estate secured); as well as identifying and referring sales opportunities to bank partners when appropriate. **This position can sit in Raleigh or Atlanta Responsibilities Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions. Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance. Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines. 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 management Preferred Area of Experience: 1+ years in a licensed role OR be able to obtain licenses within 120 days of being hired Skill(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
Posted 2025-12-13

Recommended Jobs

Certified Nursing Assistant (CNA)

The Laurels of Greentree Ridge
Asheville, NC

**Currently hiring 12 HOUR SHIFTS  - 7:00 PM to 7:00 AM - night shift CNA's!! ** Become a CNA at the beautiful Laurels of GreenTree Ridge! Perched on a scenic tree-lined ridge, The Laurels of GreenT…

View Details
Posted 2025-10-27

Full Time Ophthalmology Job Greenville, NC

RecruitWell RecruitWell
Greenville, NC

Greenville, North Carolina - Pediatric Ophthalmology Job Clinical Role: Do you know someone who might be a good fit? Please ask about our generous referral fees!A coastal multispecialty group is se…

View Details
Posted 2025-12-12

CDL Driver - Greensboro Distribution Center - Full Time

Harris Teeter
Greensboro, NC

To safely drive full-sized tractor trailer truck (up to 57') van and refrigerated trailers; transport groceries and related material to and from specified destinations, such as Harris Teeter Distribut…

View Details
Posted 2025-12-15

Field Service Technician

O'Brien Service Company
Wilmington, NC

O’Brien Service Company is the region’s #1 rated Trane distributor and a trusted leader in heating and air conditioning services. We’re proud to consistently rank among the top 20 Trane dealers natio…

View Details
Posted 2025-11-08

Patient Coordinator

MedQuest Associates LLC
Charlotte, NC

Overview: Are you looking to make a difference in healthcare? Look no further! MedQuest Imaging, a trusted partner of Novant Health, is seeking dynamic individuals to join our team. We’re a premie…

View Details
Posted 2025-12-15

plumbing Project Manager

gpac
Jacksonville, NC

A well-established and growing contractor is seeking an HVAC Project Manager to lead projects and drive results. With a strong reputation for excellence in higher education, government, healthcare, in…

View Details
Posted 2025-11-21

Principal Software Engineer

Simply Easier Payments
Chapel Hill, NC

Simply Easier Payments is a modern billing and invoicing platform that specializes in automating accounting and treasury tasks for thousands of insurance industry clients. For nearly 20 years, Simpl…

View Details
Posted 2025-11-25

Electrician

Dawson's Electric & Air
Raleigh, NC

Your Peace of Mind is our Priority Dawson's Electric & Air | Your Peace of Mind is Our Priority At Dawson's Electric & Air, we’re committed to more than just delivering quality electrical servic…

View Details
Posted 2025-07-30

Delivery Driver - Earn Extra Cash (Wilkesboro)

DoorDash
Wilkesboro, NC

Why Deliver with DoorDash? DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, youll…

View Details
Posted 2025-12-09

Child Care Teachers

New River YMCA
Jacksonville, NC

Overview: The New River YMCA is seeking dedicated and qualified Child Care Teachers to join our early learning team. This role is responsible for creating a safe, nurturing, and developmentally app…

View Details
Posted 2025-12-09