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Director Regional Private Banking

AT First Citizens Bank
First Citizens Bank

Director Regional Private Banking

Raleigh, NC

Overview

This position drives revenue for the Private Banking segment of a region through new business development and client expansion. Responsible for achieving profitability objectives through the growth of loans, deposits, portfolio management and wealth management solutions targeted to high net worth clients. Provides strategic sales leadership and alignment to the overall client experience to a team of private banking associates. Establishes and maintains exceptional client services and sales management processes. Builds strong relationships with internal and external partners, representing the Bank in the community and in professional organizations to develop brand awareness.
Responsibilities

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  • Sales Strategy - Develops client acquisition, portfolio expansion, and sales plans across the region in collaboration with Regional Managing Director, peers, and partners. Focuses on high quality servicing and relationship management to retain clients. Achieves client acquisition and sales targets through coaching, sales accountability management, prospect development plans, and direct calling efforts. Partners with area leadership to create market-based plans for internal and external expansion.
  • Community Involvement - Identifies strategic market opportunities and develops relationships to drive client acquisition and sales. Develops brand awareness through active community involvement.
  • Regional Oversight - Responsible for risk, financial management, and credit quality of assigned region. Maintains appropriate controls and ensures compliance with all applicable regulations or policies. Partners with regional marketing leadership to report on business strategies, market plans, results, and tactical issues or challenges.
  • Managerial Functions - Establishes and monitors expectations to achieve regional goals. Makes appropriate changes to regional policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing professional development and actively recruiting new talent.
  • Client Experience - Enhances the client experience in partnership with other Wealth leaders. Oversees relationship management efforts and advises on client satisfaction. Strengthens client relationships to further retention goals.
Qualifications

Bachelor's Degree and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 14 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management

License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of high net worth market place and products, External network, Process management and organization skills

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.

Client-provided location(s): Raleigh, NC, USA
Job ID: FCB-27852-en-us
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.