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Live In First Citizens Bank Jobs in Arizona (NOW HIRING)

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

  • Medical

  • Life

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... in order to recommend the appropriate investment solution with the client's best interest in mind.

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

  • Medical

  • Life

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... in order to recommend the appropriate investment solution with the client's best interest in mind.

First Citizens Bank

Relationship Advisor II

Phoenix, AZ · On-site

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength ...

First Citizens Bank

Relationship Advisor II

Phoenix, AZ · On-site

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength ...

First Citizens Bank

Premier Client Banker

Phoenix, AZ · Hybrid

$17.25 - $21.50/hr

... First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality ... Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial ...

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What is the difference between Live In First Citizens Bank vs Customer Service Representative at First Citizens Bank?

AspectLive In First Citizens BankCustomer Service Representative at First Citizens Bank
CredentialsHigh school diploma or equivalent; banking or customer service experience preferredHigh school diploma or equivalent; banking or customer service experience preferred
Work EnvironmentResidential setting, often with on-site accommodationBranch or office environment, typically in a retail branch
Employer UsagePosition specific to banking industry, often with housing benefitsCommon role in banking industry, focused on customer interactions

Live In First Citizens Bank roles involve residing on-site, providing banking services while living at the workplace, often with housing benefits. Customer Service Representatives work in branches, assisting customers face-to-face. Both roles require similar credentials but differ mainly in work environment and living arrangements.

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Live In First Citizens Bank jobs near you

Investment Specialist

First Citizens Bank

Phoenix, AZ • On-site

Full-time

Medical, Life

Re-posted 7 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

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 First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. The Investment Specialist team covers all 50 states and partners with branches throughout the First Citizens branch network.
Responsibilities
  • Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
  • Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
  • Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Qualifications
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
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.

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