Wealth Client Specialist

First Citizens Bank

Raleigh, North Carolina

JOB DETAILS
SKILLS
Banking Services, Compensation and Benefits, Competitive Analysis/Strategy, Customer Relations, Customer Satisfaction, Customer Service Operations, Customer Support/Service, Data Analysis, Documentation, Financial Analysis, High School Diploma, Identify Issues, Market Trend Analysis, Needs Assessment, Operational Support, Operations, People Management, Problem Solving Skills, Product Positioning, Product Pricing, Product Support, Product Testing, Reconciliation, Resolve Customer Issues, Sales, Sales Analysis, Sales Prospecting, Sales Support
LOCATION
Raleigh, North Carolina
POSTED
2 days ago
Overview:

This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

Responsibilities:
  • Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
  • Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
  • Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
  • Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
Qualifications:

Bachelor's Degree and 0 years of experience in  Banking, Trust, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Banking, Trust, Sales, or Customer Service, or Operations

 

 

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

About the Company

F

First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
EMPLOYEE BENEFITS
Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance
FOUNDED
1898
WEBSITE
https://www.firstcitizens.com