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

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

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

Business Strategy Identify, develop, structure, close and maintain vendor centric equipment finance opportunities through both interaction at the appropriate vendor management level, as well as ownership of the internal First Citizens sales cycle in its entirety, to meet or exceed assigned targets. Sales Articulate the Equipment Finance value proposition across existing r

Sales Develops a business banking sales plan to achieve monthly sales and profitability objectives. Utilizes the Bank's prescribed process, methods, and tools throughout a variety of sales and marketing activities including telemarketing and outside sales calls. Maintains pipeline of new business opportunities to acquire accounts. Client Service Provides information, answ

Analysis Performs valuation analyses on various Healthcare industries including Diagnostic Imaging (MRI, CT Scan, X ray), Lab equipment, Patient monitoring, and Surgical and treatment devices including endoscopy, by utilizing accepted and relevant approaches and theories. Works out the valuation by applying and utilizing multiple techniques to estimate value of more compl

Independently develop and implement a sales strategy, identify potential clients and referral sources, while maintaining consistent calling efforts to enhance long term relationships. Identify new opportunities by establishing a direct calling program with prospects, referral sources and existing clients of First Citizens Bank to deliver new and enhanced Factoring, and AB

General Functions Manage in house collection activities related to bankruptcy filings to include determining which accounts are best handled by the in house team, creating criteria for those accounts to be worked with determination when outside counsel is needed. Managerial Functions Assesses daily work for accuracy, process improvements, and efficiencies. Maintains detai

Collection Coordinates loan portfolio collection efforts whether that be a repayment plan, settlement, or liquidation of collateral. Documents efforts and conversations in the event legal action is necessary. Engages and manages third party companies that collect on charged off loans. Coordinates with third party agencies on the assignment, repossession, or liquidation of

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

Sales & Marketing Sells HOA products and services and generates deposit and loans relationships, to include soliciting CondoCerts and Insurance customers. Participates in CAI chapters, develops prospects in the Association industry, and makes presentations to prospective customers. Maintains knowledge of banking products and services as well as knowledge of the industry a

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required. Documentation Support and Accuracy Originates, processes, and ensures accuracy of loan documentation for clo

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

Risk Activities Ensures appropriate and effective collaboration between BU and Risk Management department. Provides BU risk considerations for business/strategic plans. Manages timely identification and escalation of risks and issues and consults with BU management surrounding key risk management issues, ensuring bank and regulatory alignment. Oversees issues management f