Wealth Client Specialist

Overview At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most. Job Summary This position supports bank products and services in the execution of daily sales activities at an advanced level of service ability. The role reviews financial information or participates in client support activities 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, handling support issues, and supports account servicing issues that require further resolution or investigation. The role may provide guidance to less experienced specialists in the work group. Responsibilities 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 main point of contact for clients throughout the sales process, and assists in calls or presentations intended to solicit business. Prepares documentation presented to clients, including proposals, service agreements, and implementation forms. Sources, compiles, and interprets financial data, performs analysis to determine trends in market, product, or client information. 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 attractiveness of bank offerings. Qualifications Bachelor's Degree and 0 years of experience in Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Banking, Sales, or Customer Service, or Operations. Compensation The hourly pay for this position is generally between $34 - $43 per hour. Actual starting pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits 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 #J-18808-Ljbffr