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First Citizens Bank
Miami, Florida; Ft Lauderdale, Florida; Tampa, Florida; Stuart, Florida
Source: First Citizens Bank careers · View original posting
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
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.
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