Perform thorough EDD reviews on new and existing clients engaged in higher risk business models including Money Service Businesses (MSBs), Third Party Payment Processors Loan or Finance Companies, and other Non Bank Financial Institutions, ensuring compliance with regulatory requirements and internal policies. Conduct in depth analysis of client profiles, business activit

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

Supports team in achieving core KPIs. Build/maintains dashboards; provides updates against KPIs. Responsible for, data quality, dashboards, pipeline maintenance, for Series A client acquisition/market share goals. Liaise with sales ops and CRM data stewards. Supports the production of client facing events hosted by RM team. Coordinates pre and post event follow up. Sales

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

Serve as a subject matter resource for Integrated Payables products and payment workflows. Support clients with setup, maintenance, and troubleshooting of Integrated Payables solutions, including file transmission, ERP integration, and payment exceptions. Research and resolve issues related to ACH, wire, check, and virtual card payments, including formatting errors, rejec

Ongoing Sales Support Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed. Documentation Support Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering

Identifies and implements enhancements for the quality, management, and storage of enterprise data. Executes initiatives that improve profiling, exception reporting, and issue resolution as well as general fixes for the Enterprise Data Warehouse. Builds dashboards to modernize analytics where appropriate. Enforces data policies and procedures across the enterprise. Encour

Underwriting Working on the moderate level of deal complexity, evaluates credit applications according to applicable regulations, FCB credit standards, procedures, and guidelines. Assesses personal and business financial statements to determine risk and creditworthiness. Conducts detailed cash flow analysis. Completes written credit memorandum detailing risks, mitigants,

Perform thorough EDD reviews on new and existing clients engaged in higher risk business models including Money Service Businesses (MSBs), Third Party Payment Processors Loan or Finance Companies, and other Non Bank Financial Institutions, ensuring compliance with regulatory requirements and internal policies. Conduct in depth analysis of client profiles, business activit

Team Management Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate

Underwriting, executing, monitoring, and negotiating transactions with a secondary focus on sponsor coverage. The ideal candidate will be able to execute transactions from initial data receipt to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides creative leveraged capital solutions to private e

Underwriting Underwrites commercial credit actions according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or prospects, and performs analysis to recommend borrower risk ratings and appropriate loan structuring. Ensures all involved parties are updated on underwriting progress and outcome. May provide guidan

Treasury Operations Controls Support the development, documentation, and maintenance of Treasury Operations controls, procedures, and standards Assist with risk assessments, control design, and issue remediation activities (e.g., audits, exams, self identified issues) Ensure solutions align with operational, control, and regulatory requirements Business Analysis & Change

In this role, you will Be immersed in First Citizens sales culture, with opportunities to learn about various lines of business that partner with the branch to deliver products and services to our customers. Attend professional development sessions, informational sessions, networking and community service events. Have a dedicated manager and program manager to help you na