Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the ...
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the ...
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the ...
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the ...
Commercial Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our ...
Commercial Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our ...
Business Banker
Miami, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
New
Business Banker
Miami, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
New
Business Banker
Jacksonville, FL · On-site
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Business Banker
Jacksonville, FL · On-site
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Business Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Business Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Commercial Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our ...
Commercial Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our ...
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Business Banker
Miami, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
New
Business Banker
Miami, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
New
Business Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Business Banker
Winter Park, FL · On-site
What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our ...
Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a ...
Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused ...
First Citizens information
What is a first citizen?
What are the key skills and qualifications needed to thrive as a First Citizens Bank employee?
What are some common challenges faced by First Citizens Bank employees in client-facing roles, and how can they be successfully addressed?
What is the difference between First Citizens vs Loan Officer?
| Aspect | First Citizens | Loan Officer |
|---|---|---|
| Credentials | Typically requires banking or finance experience, sometimes a degree in finance or related field | Requires mortgage or loan origination licenses, often a background in finance or sales |
| Work Environment | Bank branches, financial institutions, customer service settings | Loan application centers, banks, mortgage companies, client meetings |
| Industry Usage | Used broadly in banking and financial services | Specific to lending, mortgage, and loan services |
First Citizens and Loan Officers both operate within the banking and financial industry. While First Citizens typically refers to a bank or financial institution, Loan Officers focus specifically on originating loans and mortgages. Both roles require financial knowledge, but Loan Officers often need specialized licensing. Understanding these differences helps job seekers find the right position in banking or lending sectors.

Full-time
Medical, Life, Retirement
Re-posted 5 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 175 rated banks
Job description
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. Location of office can be flexible within southeast Florida.
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank’s offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients.
Responsibilities & Qualifications
Duties & Responsibilities:
Client Acquisition - Promotes the Bank’s institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals.
Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners.
Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners.
Coordination - Coordinates activities and communication between the Bank’s administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses.
Qualifications:
Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)
License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses Required Skill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market
Additional Information
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.
#LI-JW2
Qualifications: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.
#LI-JW2
Education:UNAVAILABLEEmployment Type: FULL_TIMEWhat First Citizens Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
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