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Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.
This position is responsible for building and expanding Community Association Banking relationships You will serve as a trusted advisor to Property Management Companies PMC's, offering financial products and services to meet their unique needs and support their financial goals. In this role you will act as the primary point of contact for Property Management Companies, understanding their financial needs and providing personalized banking solutions . You will have a dedicated portfolio of clients with balances greater than $5 million. This role partners with Relationship Sales Officers (RSO's) in the Community Association Banking Division.
The role requires the banker to work closely with the Relationship Sales Officer and be a subject matter expert in Community Association Banking deposits and related business services. Thorough knowledge of lockbox products and Treasury Management services. The ideal candidate should possess strong interpersonal skills with a high ability to deliver Microsoft Teams client and partner meetings. The candidate should have a proven track record of sales and business development in banking or financial services environment. HOA Banking experience is preferred.
Responsibilities:Bachelor's Degree and 3 years of experience in Sales or financial services sales OR High School Diploma or GED and 7 years of experience in Sales or financial services sales
Preferred Area of Experience: Financial Services, Account Management, HOA Banking, Banking, Client Relationship Management, Microsoft Teams, Financial Acumen, Sales Force/CRM, comfortability with making video calls/meetings.
Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence.
Full Time
$71k-96k (estimate)
05/07/2024
05/23/2024
firstcitizens.com
MILWAUKEE, WI
3,000 - 7,500
1898
RALPH GARCIA
$1B - $3B
Banking
For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ...
than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC
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