We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice. At RSM, our Private Company practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to focus on closely held businesses and their owners. Our Private Company professional may also support ultra-high net worth individuals and small family offices. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.Our community of professionals is focused on your success. Our leadership team and other professionals will support you and your development through:Exposure to strategic tax planning, business advisory and compliance workA customized well-defined career path to match your professional goalsAccess to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growthOur team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, and specialists throughout RSM to reach these goals.Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help owners, and their families achieve their long-term goals. As a Tax Senior Manager, you will be responsible for the following, which are focused on your technical expertise, ability to lead a collaborative team dedicated to excellent client service, and business development:Responsibilities:Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax complianceManage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client tax engagementsCollaborate with RSM specialists regarding Estate and Gift Planning, State and Local Taxation, and International TaxationProvide leadership, training and career mentorship to Supervisor and Manager level team members, which will include serving as a Career Advisor by providing honest and timely performance feedbackDrive and collaborate with senior leadership on growth opportunities with existing clients and prospectsDevelop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client serviceOther duties as assignedSome travel may be required (varies based on location, line of business and client need)Basic Qualifications:Bachelor’s degree in Accounting or business-related fieldCPA license in one’s principal place of business/home state, licensed J.D. or Enrolled AgentMinimum of 7 years of experience working in public accounting with an emphasis on taxation. Most recent years should include experience in managing client engagementsProficient in entity (Partnership, S corporation or C corporation) and Individual taxationFamiliar with Fiduciary, Gift and Estate TaxationExcellent communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneouslyPreferred Qualifications:LL.M. in taxation and/or Master’s in TaxationExperience with private client or business taxation with a desire to grow skills in the private client arenaAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $122,300 - $245,900Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Overview: As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach. You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. In this role, you will provide consultation to develop financial plans and align product solutions to help clients achieve their financial goals. Qualities of a successful candidate:Self Directed Work Effort: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Sales Outreach: Maintains a proactive client outreach plan to retain and grow the existing book. Adaptability: Has the ability to learn and adapt quickly to new information and technology. Influence: Capable of building rapport with different personalities to drive positive results. Partnerships and Collaboration: Strives to build strong working relationships with those on their team as well as cross-functional relationships. Communication Skills - Interpersonal: Comfortable and confident in presenting ideas and solutions in a variety of settings (virtually, over the phone or in-person). Agility: Able to process information and move quickly through problem resolution. Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following: Proactive outreach to mass affluent clients in an assigned market to expand existing relationships. Partnering with bankers in assigned markets to develop consumer client relationships. Proactive outreach to Bank Associates to promote the bank's Associate Banking program. Developing financial plans with individuals who are accumulating assets, nearing retirement, or transitioning into retirement. Qualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ManagementPreferred Area of Experience: 1+ years in a licensed role License or Certification Type: Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

This role is not open for submissions from outside staffing agencies. STOREFRONT ESTIMATOR $55k to $65kdepending on experience Location: 131 Franklin Park Dr. Youngsville, NC 27596 Truliteis GROWING!We are looking fora Storefront Estimatorto be based at ourYoungsville, NC APG location Currently we have an opening within our Youngsville APG Location for a Commercial Aluminum Estimator. Our Company is continuing to grow at a tremendous rate, which presents a great opportunity for top talent like you to join our company and ultimately achieve your long-term career goals. Who You Are: The Ideal candidate will have an exceptional work ethic, ability to coordinate several tasks concurrently, strong sense of urgency, and the ability to work in a very fast-paced and deadline driven environment. What You Will Be Doing: As a Storefront Estimator, you will work closely with established accounts and vendors to estimate and provide pricing for projects utilizing online estimating software. You will be responsible for handling communication with customers via email and phone calls, with the goal of providing expedited first-rate service at all times and helping to make their projects successful. Skills You Bring: Bachelor’s degree or equivalent education/experience preferred.One or more years of experience estimating preferably in the architectural glass and aluminum industry.The position will include some inside sales and customer service in addition to estimating.Proficient in the use of Microsoft Office Suite (Outlook, Excel, Word).Excellent analytical, decision-making, and organizational skills.Strong time management skills.Strong interpersonal, creative solution and problem-solving skills.Experience with Microsoft Axapta or ERP related systems a plus.Working knowledge of the AutoCAD program a plus.GDS estimating software or related programs a plus. Why Trulite: Truliteoffers the most comprehensive benefit coverage in the industry. We give our employeesimmediate accesstohealth, dental, vision and life insurance benefits, as well as provideshort/long-term disabilitycoverage to protect you financially if you experience a non-occupational injury. Stay with us for a year and your401k employer match is 100% vestedand immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to theirHealth Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continues to grow until needed. The employer match for your HAS, if you choose to participate, is alsovested immediately at 100%improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care about not only your physical well-being but your financial health and welfare too. Let us show you whyTrulitevalues you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.

Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.Serves as Senior Financial Analyst/Controls Assurance Testing Lead for execution of control testing within the Corporate Treasury department by developing control test plans, completing testing, and reporting results. Recommends improvements to current procedures, plans, and controls to business units to support achievement of objectives. Provides support for additional Treasury risk management activities including special projects and cross functional initiatives. Responsibilities: Responsible for execution of Treasury first line control testing in accordance with Enterprise Controls Assurance Standards. Includes design assessment and operating effectiveness testing of controls supporting liquidity risk management, capital adequacy and planning, investment portfolio management, funding, and modeling/data analytics functions.Contributes to planning related to Independent Testing deliverables. Creates reports and other documentation to communicate findings. Designs test procedures, techniques, and sampling approach. Communicates effectively with both Treasury and Risk leadership.Builds relationships and collaborates with first, second, and third-line stakeholders as it relates to internal controls and/or risk management. Resolves issues and leads team to meet Independent Testing deliverables while leveraging solid understanding of risk management frameworks. Provides detailed control testing status updates in a timely manner. Performs complex analysis and provides sufficient evidence to conclude on the design adequacy and operating effectiveness of Treasury’s internal controls.Assists with projects impacting first line control testing team, including consulting on controls. Provides feedback on control testing results to senior leadership and partners with Treasury teams to develop/implement solutions to control gaps.Assists with reviews of staff and other co-sourced resource workpapers and provides feedback and required training. Assists in developing and enhancing procedures. Assists first line during audits and regulatory examinations. Assists in preparation of Committee and Board Materials as needed. Qualifications: Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or AnalyticsOther preferred qualifications:Testing, Audit, Regulatory and Risk Management experience Ability to identify issues and escalateFull testing lifecycle experience including determining scope, designing test scripts, identifying issues and risks, and documenting and reporting resultsExperience leading testing engagements while leading other testers and resourcesStrong written and verbal communication, presentation, and technical writing skills with a preference for a candidate that has tested and documented walkthroughs and tests of designStrong critical thinking and analytical skills; experience with improvement of control testing processesStrong working knowledge of Word, Excel, PowerPoint, Microsoft Teams, and SharePointCertified Internal Auditor (CIA) designationCorporate Treasury experience First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!Internship dates:5/28/2025 - 8/01/2025 Responsibilities: In this role, you will:* Perform accounting, financial analysis, and support for the accounting function of the Bank.* Review financial transactions, prepare reports, and perform account reconcilements both manually and through the technical accounting system in accordance with accounting policies.* Assist in special projects, audits, and other accounting initiatives as needed.* Be part of a dynamic team with interesting projects. * Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support.* Attend professional development sessions, informational sessions, networking and community service events.* Have a dedicated manager and program manager to help you navigate the bank and the internship program.* Be assigned a project, designed to improve a specific process or solve a problem that you will present at the close of the internship.* Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship Qualifications: Required qualifications:* High School Diploma or GED and 1 year of experience* Currently enrolled at an accredited collegiate institution (during the time of the summer program)* Ability to work 40 hours per week during the duration of the programPreferred qualifications:* 3.0 minimum GPA* Strong desire to learn and grow* Possess a positive attitude, naturally curious and enjoys collaborating with others* Strong verbal and written communication skills* Critical thinking skills* Ability to multitask* Ability to adapt and adjust priorities based on business needs* Ability to take direction and absorb information quickly* Focus of Study in Accounting, Audit, or Financial Analysis* Experience with Generally Accepted Accounting Principles (GAAP), Microsoft Applications such as Excel, Word, PowerPoint,. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: This position sells and services residential first lien mortgage loans in markets served by the Bank via the Direct Telephone Banking Unit. Supports conventional, low-to-moderate construction, permanent, and Federal Housing Administration mortgage loan products. Pre-qualifies loan applicants by evaluating their financial position and recommending appropriate products. Streamlines processing by submitting loan packages that are accurate, complete, and compliant with applicable regulations. Monitors the progression of loans through the loan process, providing updates and answering inquiries to uphold service standards. Responsibilities: Sales - Accomplishes mortgage loan production goals by initiating sales calls, identifying cross-sell opportunities, and other sales techniques. Negotiates rate and terms of loan with borrower in an effort to be competitive and profitable to the Bank.Loan Processing - Interviews applicants to assess their needs, evaluate their financial position, and identify appropriate product offerings. Utilizes information to facilitate loan processing, prequalifying applicants, obtaining all required documents, and submitting a completed application.Business Support - Coordinates the progression of loans throughout the loan process with associates, appraisers, and attorneys. Ensures adherence to regulatory and corporate guidelines, and that quality and service standards are upheld. Provides updates and responds to client inquiries. May serve as the only mortgage delivery group in the area.Loan Proficiency - Maintains a current knowledge of trends and developments in all the Bank's servicing areas, as well as changing rules and regulations pertaining to both private and government-insured mortgages in serviced markets. Qualifications: Bachelor's Degree and 0 years of experience in Mortgage or Banking sales OR High School Diploma or GED and 4 years of experience in Mortgage or Banking salesLicense or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act. RequiredFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.This position is responsible for overseeing the execution of multiple accounting processes and procedures for the department. Ensures adherence to accounting principles, practices and procedures to ensure accurate and timely financial statements. Performs a multitude of accounting activities, including general ledger preparation, financial reporting, year-end audit projects, and the support of budget and forecast activities. May serve as a team leader to other staff and business partners. Provides consultation to others on processes needed to ensure proper financial and accounting controls exist. Responsibilities: Accounting - Analyzes complex financial statements, data, and accounting activities. Leads the research and resolution of accounting issues, questions, and standards. Maintains and enters information into the general ledger. Provides guidance on and participates in month-end and year-end accounting activities.Business Support - Evaluates proposed transactions for accounting and tax implications, provides constructive analysis. Conducts research and develops strategies. Uses project management skills to lead complex projects including accounting assessments for new transactions, and successful implementation of new accounting standards, problem resolutions and process improvements.Accounting Expert - Utilizes expertise and ongoing research to maintain accounting policies and controls for the work group. Demonstrates a deep understanding of current accounting principles, regulations, and systems, and develops additional line-of-business knowledge. Participates in departmental efforts related to audits and research and acts as an accounting resource to special projects.Peer Leadership - Assists management in the onboarding and training of new staff. May mentor less experienced associates, including review of daily output and coaching on accounting issues.Collaboration - Consults with process owners and process users to ensure there are adequate internal financial and accounting processes in place. Qualifications: Bachelor's Degree and 8 years of experience in Accounting, Finance, audit or financial analysis OR High School Diploma or GED and 12 years of experience in Accounting, Finance, audit or financial analysisPreferred Education: Advanced DegreeLicense or Certification Type: Certified Professional Accountant (CPA) PreferredSkill(s): Considerable knowledge of Sarbanes-Oxley (SOX) and GAAP Accounting, Strong knowledge of bank accounting and reporting processes, procedures and requirements, Knowledge of accounting and financial systems, Ability to use technical skills to establish and operate software products via numerous interfaces, Ability to handle confidential and proprietary information, Ability to multi-task, Ability to work independently and prioritize deliverables, Critical thinking skills and strategic focusFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group. Ensures timely financial regulatory filings with all regulatory agencies. Manages external audit relationships with the Bank's public accounting agency. Directs accounting, budgeting, and incentive compensation to ensure the financial accuracy and cost-effectiveness of department operations.Manage monthly General Ledger postings, reconciliations of accounts, posting of accruals, reversals, most all common G/L concepts for the FCIS Balance Sheet & Income Statement. Responsibilities: Financial Oversight - Manages all financial information for Investor Services, including the company's income statement and balance sheet. Prepares, reviews, and approves compliant financial regulatory reports to regulators including the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission. Responds to inquiries from regulators regarding the filings. Supports the annual budget process and external audit. Ensures timely, accurate, and complete, responses to all audit and regulatory exam requests.Financial Review - Develops and maintains processes that increase efficiencies, regulatory compliance, and accuracy in financial reporting. Ensures correct receipt of commissions, revenue and expense accounting, preparation of incentive-based payroll, and revenue allocations to branches and affiliates.Business Strategy - Identifies and recommends strategies for improving the financial performance of the Wealth Management division. Provides analytical information to executive management that allows for crucial business insight. Leads projects that involve business analysis, strategic planning, and product pricing.Managerial Functions - Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff.Vendor Management – Plays a critical role in developing and maintaining productive vendor relationships. Negotiates pricing and assists in problem-solving. Plans and approves changes in collaboration with vendors and partners. Qualifications: Bachelor's Degree and 8 years of experience in Brokerage Finance OR High School Diploma or GED and 12 years of experience in Brokerage Finance and general accountingLicense or Certification Type Preferred: Finance and Operations Principal Series 27, 24, 7, 63, 65/66, 53People management experience preferredSkill(s): Knowledge of accounting, securities industry rules and regulations, and computer programming logicFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.The successful candidate will demonstrate:Influence: Capable of building rapport with different personalities to drive positive resultsSales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionPosition requires frequent driving to other offices, bank customers, etc. Bank car not provided. Gas mileage will be reimbursed. Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requestsThis position will provide coverage for multiple branches. Qualifications: High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone sales or bankingLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Gas mileage will be reimbursed.Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.The successful candidate will demonstrate:Influence: Capable of building rapport with different personalities to drive positive resultsSales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requests Qualifications: High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone salesSkill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionThis is a float position and will require travel to provide coverage to five Branches in the Durham area, including three Branches in the Raleigh area and one in Chapel Hill. Mileage will be reimbursed. Must possess a valid driver’s license as position requires frequent driving to other offices. Responsibilities: 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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsThis position will provide coverage to multiple branches. Qualifications: High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: SalesLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.Required Skill(s): Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.Qualities of a successful candidate:Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Builds trust and confidence with clientsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsInfluence: Capable of building rapport with different personalities to drive positive resultsAgility: Able to process information and move quickly through problem resolution Responsibilities: The essential functions of the job include the following: Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications: Bachelor's Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Area of Experience: Financial services sales, telephone salesLicense or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the roleRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionThis is a float position and will require travel to provide coverage to six Branches in the Raleigh area including Wendell, Knightdale, and Zebulon. Mileage will be reimbursed. Must possess a valid driver’s license as position requires frequent driving to other offices. Responsibilities: 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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsThis position will provide coverage to multiple branches. Qualifications: High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: SalesLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.Required Skill(s): Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionThis is a part-time role. The hours are Monday-Friday from 11:00am - 5:15pm Responsibilities: 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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: Sales or bankingSkill(s): Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution Responsibilities: 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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: Sales or bankingSkill(s): Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.The successful candidate will demonstrate:Influence: Capable of building rapport with different personalities to drive positive resultsSales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolutionThis is a float position and will require travel to provide coverage to five Branches in the Durham area, three Branches in the Raleigh area plus Chapel Hill. Mileage will be reimbursed. Must possess a valid driver’s license as position requires frequent driving to other offices. Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requestsThis position will provide coverage for multiple branches. Qualifications: High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone salesLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution Responsibilities: 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 preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: High School Diploma or GED and 6 months customer service experiencePreferred Area of Experience: Sales or bankingSkill(s): Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.The successful candidate will demonstrate:Influence: Capable of building rapport with different personalities to drive positive resultsSales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Proactively engaging customers in conversation about their financial needsOpening deposit accounts and ancillary banking productsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needsProcessing transactions and other account servicing requests Qualifications: High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development programPreferred Education: Bachelor's degreePreferred Area of Experience: Telephone sales or bankingSkill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and servicesFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller transactions and other customer service requests. Facilitates customer awareness and education of bank capabilities, tools and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team.A successful candidate will demonstrate:Management Skills: Capable of managing and developing members on a team to ensure operational soundnessCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the teamTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to support direct reports in daily tasksInfluence: Capable of building rapport with different personalities to drive positive resultsAgility: Able to process information and move quickly through problem resolutionCommunication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following: Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and efficiently Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: Bachelor's Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations managementPreferred Area of Experience: Management or supervisory experience within bankingSkill(s): Financial literacy, Knowledge of retail banking products and services, Operations ManagementFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Overview: First Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program. The journey begins with a customized study program to obtain investment and insurance licenses including the Securities Industry Essentials [SIE], Series 6, 63 and state-specific life insurance. Once complete, you'll then learn core banking principles and consultative selling skills necessary to be successful in this industry. This 6-month program is fast-paced and interactive providing opportunities to apply what you've learned in a safe, supportive environment. Upon graduation, you will be placed in a licensed role helping First Citizens clients with their banking and investment needs. At First Citizens, we're committed to your professional growth and provide dedicated coaches to help our licensed teammates achieve their full potential. As you experience success, there are multiple career paths within Banking and Wealth Management to explore and grow with us!What it takes to be successful:* Motivation to accomplish goals * Passionate about building and nurturing relationships with clients* Communicates clearly and confidently * Works well in a collaborative environment* Ability to manage complexity and prioritize tasks in a fast-paced environment * Strong critical thinking and problem-solving skills*This program will start on January 2, 2025**The first 9 weeks of this program will take place in Raleigh, NC. Associates will be provided temporary housing, by the bank, during this timeframe. Responsibilities: The essential functions of the job include the following:Proactive outreach to generate appointments for sales conversationsSales conversations to understand banking needs and financial goalsOpen deposit accounts and originate loans (including real estate secured loans)Identify referrals for wealth, mortgage and business/commercial banking Qualifications: Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lendingLicense Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.SAFE Act registration required within 6 months of beginning the LPA track.Preferred Area of Experience: Financial services sales, telephone salesPreferred Education: Bachelor's Degree obtained within last 2 yearsFirst Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits