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First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
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Bachelor's Degree and 8 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 12 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 Required Skill(s): Credit underwriting skills.
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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.
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And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.
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Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence.
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Qualifications: Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management License or Certification Type: Must possess a valid driver's license.
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RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence.
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In support of the independent risk oversight function, you will oversee FLU activities aligned with our key business lines and departments with a focus on the wealth management, Commercial capital markets, and the Private Banking business areas.
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The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and also self-sources new business opportunities.
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Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license.
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Qualifications: 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 managementPreferred Area of Experience: 1+ years in a licensed roleLicense or Certification Type: Series 6 or 7, 63 and state specific life insurance licenses.
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This role delivers a full range of business deposits and related services to clients. Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
$69,375 - $120,250 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Financial Analysis.
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Bachelor's Degree and 4 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in Financial services relationship management, retail banking, private banking, or wealth management.
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Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management. Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales.
$69,375 - $120,250 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago
financial services wealth management business jobs Company: Citizens in Missouri-city, Missouri
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