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Fiduciary Sales Officer

firstcitizens First Citizens Bank

First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.

Overview

This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage referrals. Maintains a strong knowledge of the Bank’s offered fiduciary products and services in order to meet the fiduciary needs of high net worth prospects.

Responsibilities

  • Sales – Develops new fiduciary business through a variety of sales and marketing techniques. Establishes relationships with attorneys, certified public accountants, and investment banking and brokerage clients in order to generate deferred business. Develops and distributes marketing materials related to the fiduciary business lines. Provides expert advice and personalized business plans to achieve the fiduciary needs of high net worth prospects. Maintains an active pipeline of opportunities to track status and apprise management of progress.
  • Collaboration – Works closely with clients, their representatives, and internal partners during the estate planning process. Coordinates aspects of service across team to provide additional support as needed and ensure a satisfactory client experience. Provides regular education of services through calls with partners and associates along with promoting and highlighting success stories.
  • Relationship Development – Develops strong relationships with clients and prospects to meet or exceed production goals. Leverages client relationships for referrals and other business opportunities. Fosters effective partnerships with bank stakeholders to support the fiduciary business lines.
  • Product Expertise – Maintains a strong knowledge of the Bank’s offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas.

Qualifications

    Bachelor’s Degree and 8 years of experience in Fiduciary administration or sales OR High School Diploma or GED and 12 years of experience in Fiduciary administration or sales

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Fiduciary Sales Officer

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Contact us

First Citizens Bank

First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.

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