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Premier Client Banker Jobs

Company

First Citizens Bank.
Address , Raleigh, 27603, Nc
Employment type
Salary
Expires 2023-06-27
Posted at 1 year ago
Job Description
Overview

Are you a people person? Be a First Citizens person. Join our team and make a difference!

As a Premier Client Banker, you will be responsible for identifying new sales opportunities through telephone outreach. You will engage in heavy outbound phone calling and some email outreach to business clients and prospects, providing consultation to align product solutions that support business growth. You will primarily be responsible for identifying and selling business services products; and may also open deposit accounts. Additionally, you will be responsible for identifying and referring sales opportunities to bank partners when appropriate.

Qualities of a successful candidate:
  • Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
  • Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
Customer Service Skills: Builds trust and confidence with clients
  • Influence: Capable of building rapport with different personalities to drive positive results
  • Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
  • Adaptability: Has the ability to learn and adapt quickly to new information and technology


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