Licensed Premier Relationship Banker

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. It strengthens and manages existing relationships by providing financial advice, partnering with investment and insurance specialists to deliver goals‑based planning advice and services, and guiding clients on loan and deposit needs to align banking products with their financial goals.

The role 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 create and manage full financial relationships.

This position can be filled as Premier Relationship Banker or Senior Premier Relationship Banker based on skills and experience.

• Sales – Achieve 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 community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities.
  
  Engage in sales practices that create value for both the customer and the bank. Appropriate partnering, planning and preparation ensures conversations provide relevant financial guidance to drive informed decisions.
• Service Standards – Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences, and take prompt action to address immediate needs. Proactively seek ways to optimize performance by seeking coaching, supporting bank initiatives and leveraging tools to enhance activities.
• Operations and Administration – Comply 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
  
  Results may include accountability for individual contribution as well as team performance.

• 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.

License or Certification Type:
Must have or obtain 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 to other offices, bank customers, etc. Bank car not provided.

Required Skill(s):
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, and knowledge of securities products and services.

Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed benefits program to meet the needs of our associates. More information can be found at