Account Servicing Responds to service requests and proactively identified service needs. Manages new and existing insurance customer activities including policy check in, renewals, cancellations, endorsements, and initial claim activity. Performs data entry, processing, and risk analysis at an advanced level. Ensures accuracy and compliance with all rules and regulations.

Overview Be part of the Modeling and Analytics team that oversees the management, design, and execution of First Citizens' Model Development, CECL Reserve, Credit Risk stress testing process, economic scenario design, and other analytics tasks. Responsible for supporting the development and management of credit risk models for the consumer, business and commercial banking

Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Sales Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties. Loan Processing Interviews applicants to

Team Leadership Mentors and trains team members. Utilizes expertise to provide guidance, feedback, and direction on complex matters. Assists in the communication of performance results and expected behaviors for success. Project Management Leads specialized technical projects to include development of time estimates, determining scope, and addressing potential impacts. Bu

The essential functions of the job include the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Deg

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

Legal Support Provides support to HR Governance management and associates in order to minimize legal risks and losses. Consults with both internal and external counsel on the resolution of legal matters. Business Support Performs a range of tasks and consulting with HR. Effectively consults and communicates instructions on the handling of specific transactions or other se

In this role you will get to Make an impact by contributing to the growth of the bank through business loans, deposits and fee income. Leverage your network to engage with local business owners and companies to develop business lending opportunities. Represent the bank in the community by attending and participating in civic, community and networking events. Engage in an

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Risk Management Leads the planning, execution, and ongoing review of Enterprise and Operational Risk Management programs. Oversees all associates and processes within the programs. Directs monitoring activities for the identification and management of risk, including oversight of Bank operations, technology, information security processes, fraud and loss prevention, third