About this role
This position supports the expansion and retention of business relationships in the Commercial Equipment Finance division. Delivers a full range of lending, deposit and ancillary services and other support tasks that facilitate daily operations. Perform general office management duties as assigned to ensure operational efficiency.
Responsibilities
- Sales - Sales focus to include in-person, centralized outbound calling, as well as direct Digital Marketing outreach. Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with internal associates, customers, prospects, and referral sources through proactive outreach. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency.
Qualifications
Bachelor's Degree and 0 years of experience in OR High School Diploma or GED and 2 years of experience in
Preferred Education: Undergraduate DegreePreferred Area of Study: Business Management, Finance, MarketingLicense or Certification Type: null nullSkill(s): Time Management, Discipline, Phone Sales, Customer Portfolio Management
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.
Other facts
About First Citizens Bank
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.
Social Media Terms of Use: https://www.firstcitizens.com/socialterms
What you'll do
- The Relationship Manager I supports the expansion and retention of business relationships in the Commercial Equipment Finance division by delivering a full range of lending and deposit services. Responsibilities include engaging with customers through proactive outreach and ensuring compliance with regulations and bank policies.
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