Private Banker

Responsibilities

• Acquire clients for Wealth Management through various sales and marketing techniques and customized banking solutions.
• Manage a portfolio of high net worth (HNW) clients focusing on complex credit and deposit solutions.
• Prepare credit packages and collaborate with middle office and credit administration for approvals.
• Sell appropriate credit, depository, and wealth management solutions through consultation and teamwork.
• Establish and maintain deep relationships with HNW clients to identify needs and ensure an outstanding service experience.
• Develop internal partnerships and external centers of influence to drive new client acquisition.
• Collaborate with wealth partners and specialists to coordinate the delivery of comprehensive wealth management products.

Requirements

• Bachelor's Degree and 8 years of experience in Financial Services Relationship Management (Business, Commercial, Private Banking, or Wealth Management) OR High School Diploma/GED and 12 years of relevant experience.
• Valid Series 7, 63, and 65 or 66 licenses.
• Strong credit underwriting skills.

Benefits

• First Citizens Bank provides a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates.

About the Company

First Citizens Bank is dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise to power meaningful progress for the clients and communities we serve.