Private Banker I
Posted on: 1 Nov 2023
Charlotte, NC
Job Description
Overview
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
Responsibilities
Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
Sales Responsibility- Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.
Qualifications
Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Preferred
Skill(s): Credit underwriting skills
First Citizens Bank
Raleigh, NC
Forever Strong. Forever First®.
For more than 120 years, First Citizens Bank has been helping families and businesses do more with the money they earn, save and invest. In that time, we've built a solid track record of service, stability and reliability. We remain committed to smart, steady growth ... for our company and our customers alike.
Forever Family.
First Citizens began in 1898 as the Bank of Smithfield in Johnston County, North Carolina. From a single office, we've grown to more than 500 branches in 19 states.
Today, First Citizens is one of America's largest family-controlled banks, led for three generations by members of the same family. That's created a continuity of stable, forward-looking leadership focused more on building a strong bank that can last for generations than on short-term results.
Forever Helping.
Over the years, the way we do banking has changed. First Citizens has added new capabilities and new offerings. In addition to traditional banking services, we provide customers with services that include wealth management1, business and commercial banking, treasury services, insurance services1 and much more.
We also complement our industry-leading branch service with state-of-the-art digital banking tools. From First Citizens Digital Banking with Manage My MoneySM to Business Online Banking (BOB) Advantage®, we give customers more ways than ever to look after their financial lives.
Forever Stable.
First Citizens is a banking subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA), a $39 billion financial holding company.
As a First Citizens customer, you benefit from the stability of our top-tier credit quality, outstanding capital strength and strong liquid balance sheet. We never compromise the security of our customers' assets, regardless of the latest market trends or financial pressures.
At First Citizens, we've built our company on such timeless values as integrity, hard work and taking the long-term view. We avoid fads and gimmicks; instead, we believe in sound decisions that create real security and growth for generations to come.
Forever First is our commitment to be there through the years for the people, businesses and communities who rely on us to be the best bank we can be. As we say, "Money isn't everything. But so much depends on what you do with your money."
First Citizens Bank. Forever First®.
First Citizens Bank
Established in 1898, First Citizens Bank is headquartered in Raleigh, N.C.
The bank serves Arizona, California, Colorado, Florida, Georgia, Kansas, Maryland, Missouri, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin with more than 500 branches.
First Citizens offers a complete line of financial services, including personal banking, business banking, wealth management, investment services1, insurance services1 and more.
First Citizens BancShares
Our parent company, First Citizens BancShares, is one of the largest family-controlled bank holding companies in the United States.
The company is publicly traded on NASDAQ under the symbol FCNCA2, Opens in a new tab.
Headquartered in Raleigh, N.C., BancShares’ assets total more than $39 billion.
-
IndustryBanking/Financial Services
-
No. of Employees5000+
-
Website
-
Jobs Posted446
