Private Banker Position Available In Broward, Florida

Private Banker First Citizens Bank

• 3.

5

Fort Lauderdale, FL Job Details Estimated:

$89.4K

• $113K a year 7 hours ago Qualifications Underwriting Series 66 8 years High school diploma or GED Series 7 Bachelor’s degree Client services Relationship management Financial services Series 65 Senior level Banking Series 63 Full Job Description 29365 6555 North Federal Hwy Ft Lauderdale, Florida

PRIVATE BANKING-FL

Monday

• Friday 06/25/2025 Job Description Overview Private Bankers support the Wealth Management division’s growth and profitability goals through new business development and client retention activities.

Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. #LI-MP1 Responsibilities Client Acquisition

• Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management
• Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval. Sales Responsibility
• Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition. Relationship Development
• Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.

Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities. Collaboration

• Works closely with wealth partners to support the client experience through consistent execution of client service plans.

Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client. Qualifications Bachelor’s Degree and 8 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 12 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 licenses RequiredSkill(s): Credit underwriting 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. First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status. Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check. The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of alcohol and will not tolerate any prohibited drug use or alcohol misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness. If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at .