Investment Retention Specialist
Raleighonsitemid
Posted 1w ago · via Icims
About this role
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 retention specialist is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: outreach
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Raleigh. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
outreach
More at First Brands Group
- View →Mortgage Banker Sales AssistantAtlanta, GA, US
- View →2027 Summer Intern - Accounting & Business Systems (Morristown, NJ)Morristown, NJ, US
- View →Managing Director - Middle Market Banking, Market Leader - ChicagoChicago, IL, US
- View →Manager Client Support Shared ServicesPhoenix, AZ, US
- View →Relationship Manager IIIPortsmouth, NH, US
- View →Director, Site Reliability Engineering & Capacity ManagementRaleigh, NC, US