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.

Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 630 East St Suite 2, Pittsboro, NC 27312If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentYou'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $56526.00Hiring Maximum: $66069.00Skills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-BOA

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.

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: 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: 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.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 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.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