Relationship Manager I/II

The Relationship Manager supports the expansion and retention of business relationships in the Commercial Equipment Finance division. Engages in retention activities to maintain key business opportunities. Delivers a full range of lending, deposit, and ancillary services in support of the Equipment Finance division.

This position may be hired as either a Relationship Manager I or Relationship Manager II

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.

Relationship Manager II

Bachelor's Degree and 1 years of experience in Financial Services Sales

- OR -

High School Diploma or GED and 5 years of experience in Financial Services Sales

Additional Requirements:

Proven sales experience

Preferred Qualifications:

Bachelor's Degree

Equipment Finance and/or banking industry experience

Customer portfolio management

Relationship Manager I

Bachelor's Degree

- OR -

High School Diploma or GED and 2 years of experience in Business Management, Finance, and/or Marketing

Additional Requirements:

Customer service experience

Drive, diligence, and coachability

Preferred Qualifications:

Bachelor's Degree

Proven sales experience

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.