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Consumer Product Analyst at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Business Analysis, Data Interpretation, Reporting, Operational Support, Consumer Banking Knowledge, Data Modeling, Process Enhancement, Competitive Analysis, Industry Trends, Problem Solving, Communication, Action Planning, Monitoring Progress, Standard Practices Improvement, Documentation, Auditing
Specialization
Candidates must have a Bachelor's Degree with 3 years of experience in System Support or Analytics, or a High School Diploma with 7 years of experience. Preferred experience includes knowledge of Consumer Banking products and Basic Data Modeling.
Experience Required
Minimum 2 year(s)
Mortgage Loan Officer at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Mortgage Loans, Customer Service, Loan Processing, Regulatory Compliance, Communication Skills, Teamwork, Industry Knowledge, Confidentiality, Relationship Building, Adaptability, Microsoft Office, Professionalism, Community Engagement, Initiative, Attention To Detail, Problem Solving
Specialization
Candidates must have a minimum of 2 years of experience in financial services and possess excellent customer service skills. Proficiency in Microsoft Office and the ability to obtain a NMLS license are also required.
Experience Required
Minimum 2 year(s)
Commercial Banker at First Citizens Bank and Trust Company
Kent, Washington, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Underwriting, Commercial Lending, Deposit Solutions, Cash Management, Sales Planning, Forecasting
Specialization
Candidates must have a bachelor's degree with at least 6 years of experience in business or commercial lending, or a high school diploma with 10 years of experience. Additional skills include business development, financial analysis, and knowledge of commercial lending solutions.
Experience Required
Minimum 10 year(s)
Retail Development Specialist SA - Santa Ana, CA (Seasonal) at Citizen Watch Company of America, Inc.
, , United States - Full Time
Skills Needed
Sales Experience, Customer Service Skills, Product Knowledge, Attention To Detail, Verbal Communication
Specialization
Candidates should have sales experience, preferably in a watch or jewelry setting. They must possess good customer service skills, attention to detail, and effective verbal communication skills.
Relationship Manager IV-Healthcare (Hybrid) Santa Monica at First Citizens Bank and Trust Company
Santa Monica, California, United States - Full Time
Skills Needed
Relationship Management, Sales, Healthcare Finance, Commercial Banking, Client Outreach, Market Trends, Cross Selling, Loan Support, Risk Management, Customer Relationships, Financial Needs, Deal Packaging, Regulatory Compliance, Portfolio Management, Medical Office Financing, Cash Flow Loans, Senior Housing Real Estate
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in Commercial Banking or a High School Diploma with 8 years of relevant experience. Preferred fields of study include Business Administration, Finance, and Economics, with a focus on Healthcare and Real Estate Finance.
Experience Required
Minimum 5 year(s)
Sourcing Manager (Remote) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Contract Negotiation, Vendor Management, Market Analysis, Cost Savings, Cross Functional Leadership, Compliance, Communication, Influencing, Attention To Detail, Customer Service Orientation, Strategic Sourcing, Process Improvement, Relationship Management, Ethical Sourcing, Innovation, Total Cost Of Ownership
Specialization
Candidates must have a Bachelor's Degree with 8 years of relevant experience or a High School Diploma with 12 years of experience in contract structuring and negotiation. Preferred qualifications include experience with technology-related agreements and knowledge of financial services sourcing practices.
Experience Required
Minimum 10 year(s)
Member Service Supervisor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Supervision, Cash Handling, Financial Guidance, Problem Resolution, Product Promotion, Tellering, Security Procedures, Internal Controls, Communication Skills, Mentoring, Team Development, Atm Balancing, Relationship Management, Sales, Bilingual
Specialization
Candidates must have 4+ years of cash handling and customer service experience, with 2+ years in a supervisory role. A high school diploma is required, and a college degree is preferred.
Experience Required
Minimum 5 year(s)
Director Corporate Accounting - Deposit Controller (Hybrid) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Accounting, Audit, Financial Analysis, Leadership, Strategic Focus, Gaap, Sox Controls, Problem Solving, Critical Thinking, Technical Accounting Guidance, Automated Financial Systems, Mergers And Acquisitions, Internal Control, Project Management, Team Management, Business Strategy
Specialization
Candidates must have a Bachelor's Degree with 10 years of experience in Accounting, Audit, or Financial Analysis, including a Management or Leadership role, or a High School Diploma with 14 years of relevant experience. Preferred qualifications include experience in a large financial institution and a Certified Public Accounting (CPA) license.
Experience Required
Minimum 10 year(s)
Contact Center Member Service Representative at Palmetto Citizens Federal Credit Union
Irmo, South Carolina, United States - Full Time
Skills Needed
Customer Service, Problem Solving, Product Knowledge, Financial Services, Account Management, Communication, File Maintenance, Bilingual
Specialization
A high school diploma or equivalent is required, along with previous customer service experience preferred. Bilingual candidates are a plus.
Client Service Specialist I (Hybrid) at First Citizens Bank and Trust Company
Phoenix, Arizona, United States - Full Time
Skills Needed
Client Support, Chat Servicing, Problem Solving, Account Maintenance, Technical Support, Banking, Customer Service, Collaboration, Onboarding, Quality Assurance, Research, Escalation, Communication, Multi Tasking, Regulatory Standards, Commercial Banking
Specialization
Candidates must have a Bachelor's Degree with 1 year of experience in Banking/Financial Services or Customer Service, or a High School Diploma with 2 years of relevant experience. Preferred qualifications include experience in a contact center and supporting commercial banking clients.
Client Service Specialist I at First Citizens Bank and Trust Company
Phoenix, Arizona, United States - Full Time
Skills Needed
Client Support, Problem Solving, Communication Skills, Banking, Technical Support, Account Maintenance, Onboarding, Quality Assurance, Collaboration, Customer Service, Commercial Banking, Research, Escalation, Regulatory Standards, Training, Account Reviews
Specialization
Candidates must have a Bachelor's Degree with 1 year of experience in Banking/Financial Services or Customer Service, or a High School Diploma with 2 years of relevant experience. Preferred qualifications include inbound call center experience and strong communication skills.
Assistant Supervisor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Problem Solving, Product Knowledge, Supervisory Skills, Security Procedures, Account Research, File Maintenance, Payroll Assistance, Mentoring, Communication, Teamwork, Leadership, Attention To Detail, Time Management, Bilingual
Specialization
A high school diploma or GED is required, with a preference for a college degree. Candidates should have at least 3 years of cash handling and customer service experience, preferably in a retail banking or credit union setting.
Experience Required
Minimum 2 year(s)
Senior Risk Analyst-Risk Analytics (Retail Execution) at First Citizens Bank and Trust Company
Charlotte Amalie, United States Virgin Islands, United States - Full Time
Skills Needed
Risk Management, Financial Analysis, Statistical Modeling, Credit Products, Data Visualization, Analytical Programming, Project Management, Process Improvement, Regulatory Compliance, Data Analysis, Macroeconomic Analysis, Dashboard Development, Cross Functional Collaboration, Documentation, Control Checks, Scenario Analysis
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in risk management or financial analysis, or a High School Diploma with 8 years of relevant experience. Preferred qualifications include a Master's degree or CPA/CFA and familiarity with retail credit products and data visualization tools.
Experience Required
Minimum 5 year(s)
Senior Software Engineer - .NET (Remote - North Carolina) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Microsoft .Net, Asp.Net, Sql Scripting, Powershell Scripting, Api Development, Javascript, Html 5, Xml, Servicenow, Agile, Scrum, Kanban, Middleware, Etl, Procurement Systems, Coupa, Sap Ariba
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in software application development or a High School Diploma with 8 years of experience. Preferred qualifications include advanced experience with various programming languages and familiarity with Agile methodologies.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Coaching, Problem Solving, Loan Processing, Public Relations, Team Development, Financial Guidance, Operations Management, Sales Promotion, Communication, Compliance, Service Orientation, Relationship Management, Product Knowledge, Conflict Resolution, Time Management
Specialization
A high school diploma or GED is required, with a preference for an associate or bachelor's degree in a related field. Candidates should have over 5 years of cash handling and customer service experience, along with 3 years of supervisory experience in a customer service environment.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Coaching, Problem Solving, Public Relations, Communication, Financial Guidance, Team Development, Operations Management, Loan Counseling, Community Outreach, Compliance, Leadership, Sales, Relationship Building, Service Orientation, Administrative Support
Specialization
A High School Diploma or GED is required, with a preference for an Associate or Bachelor's degree in a related field. Candidates should have over 5 years of cash handling and customer service experience, along with 3 years of supervisory experience in a customer service or sales environment.
Experience Required
Minimum 5 year(s)
Compliance Officer II – Asset Management and Capital Markets (Remote) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Compliance, Regulatory Requirements, Risk Management, Auditing, Finra Regulations, Securities Act, Exchange Act, Advisers Act, Training, Policy Development, Issue Management, Reporting, Project Management, Broker Dealer Compliance, Anti Money Laundering, Regulatory Compliance
Specialization
Candidates must have a Bachelor's Degree with 6 years of experience in Compliance, Legal, Audit, or Banking, or a High School Diploma with 10 years of experience in the same fields. Preferred qualifications include FINRA licenses and certifications related to compliance and anti-money laundering.
Experience Required
Minimum 5 year(s)
Associate I - Global Fund Banking, LP Relations at First Citizens Bank and Trust Company
Chicago, Illinois, United States - Full Time
Skills Needed
Analytical, Collaboration, Attention To Detail, Communication Proficiency, Data Integrity, Critical Thinking, Organizational Skills, Proactive, Relationship Management, Private Markets Knowledge, Fund Structures Knowledge, Data Analysis, Administrative Support, Market Mapping, Outreach Campaigns, Commitment Verification
Specialization
A Bachelor's Degree is preferred, along with prior experience in the Private Markets ecosystem. Candidates should possess strong analytical skills and the ability to manage multiple assignments effectively.
Senior Portfolio Manager-CEF (remote) NY at First Citizens Bank and Trust Company
New York, New York, United States - Full Time
Skills Needed
Portfolio Management, Client Servicing, Risk Management, Investment Strategy, Data Analysis, Market Trends, Financial Reporting, Securities Trading, Investment Recommendations, Team Management, Training, Performance Evaluation, Compliance, Presentation Skills, High Net Worth Client Service
Specialization
Candidates must have a Bachelor's Degree with 6 years of experience in Credit Analysis and Credit Underwriting, or a High School Diploma with 10 years of experience. Strong analytical skills and experience in managing client portfolios are essential.
Experience Required
Minimum 10 year(s)
Senior Sales & Service Representative (Universal Banker) at First Citizens Bank and Trust Company
Asheville, North Carolina, United States - Full Time
Skills Needed
Influence, Sales Outreach, Communication Skills, Customer Service Skills, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Knowledge Of Retail Banking Products, Structured Sales Process
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in sales or customer service. A Bachelor's degree and experience in telephone sales are preferred.
Consumer Product Analyst at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States -
Full Time

Start Date

Immediate

Expiry Date

19 Jan, 26

Salary

0.0

Posted On

21 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Business Analysis, Data Interpretation, Reporting, Operational Support, Consumer Banking Knowledge, Data Modeling, Process Enhancement, Competitive Analysis, Industry Trends, Problem Solving, Communication, Action Planning, Monitoring Progress, Standard Practices Improvement, Documentation, Auditing

Industry

Banking

Description
Overview This position performs advanced business analysis based on data to identify factors that affect business profitability, growth, and efficiency. Assesses current practices, collects competitive information and industry trends, and makes recommendations for product and process enhancements. Determines improvements or solutions to address identified issues. Prepares relevant reports by examining, summarizing data, and providing insights. Perform program audits and compile necessary information for internal documentation. May occasionally guide less experienced analysts or assist in development of process enhancements. #LI-MP1 Responsibilities Business Analysis - Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Organize, drive and deliver key business initiatives by developing action plans, monitoring progress and tracking deadlines while communicating regularly with business partners including Core Systems, Marketing, Operations, Compliance and others Identifying Objectives - Determines overall business needs through analysis and reporting. Suggests strategies to achieve company and department goals. Reporting - Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement. Operational Support - Provides daily support for business operations by responding to inquiries, identifying issues, and working to improve standard practices. Assists in implementing recommended modifications and enhancements. Qualifications Bachelor's Degree and 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics Preferred Area of Experience: Knowledge of Consumer Banking products and Overdraft Programs Knowledge of Basic Data Modeling Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Responsibilities
The Consumer Product Analyst performs advanced business analysis to identify factors affecting business profitability and efficiency. They prepare reports, provide operational support, and suggest strategies for product and process enhancements.
Consumer Product Analyst at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Business Analysis, Data Interpretation, Reporting, Operational Support, Consumer Banking Knowledge, Data Modeling, Process Enhancement, Competitive Analysis, Industry Trends, Problem Solving, Communication, Action Planning, Monitoring Progress, Standard Practices Improvement, Documentation, Auditing
Specialization
Candidates must have a Bachelor's Degree with 3 years of experience in System Support or Analytics, or a High School Diploma with 7 years of experience. Preferred experience includes knowledge of Consumer Banking products and Basic Data Modeling.
Experience Required
Minimum 2 year(s)
Mortgage Loan Officer at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Mortgage Loans, Customer Service, Loan Processing, Regulatory Compliance, Communication Skills, Teamwork, Industry Knowledge, Confidentiality, Relationship Building, Adaptability, Microsoft Office, Professionalism, Community Engagement, Initiative, Attention To Detail, Problem Solving
Specialization
Candidates must have a minimum of 2 years of experience in financial services and possess excellent customer service skills. Proficiency in Microsoft Office and the ability to obtain a NMLS license are also required.
Experience Required
Minimum 2 year(s)
Commercial Banker at First Citizens Bank and Trust Company
Kent, Washington, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Underwriting, Commercial Lending, Deposit Solutions, Cash Management, Sales Planning, Forecasting
Specialization
Candidates must have a bachelor's degree with at least 6 years of experience in business or commercial lending, or a high school diploma with 10 years of experience. Additional skills include business development, financial analysis, and knowledge of commercial lending solutions.
Experience Required
Minimum 10 year(s)
Retail Development Specialist SA - Santa Ana, CA (Seasonal) at Citizen Watch Company of America, Inc.
, , United States - Full Time
Skills Needed
Sales Experience, Customer Service Skills, Product Knowledge, Attention To Detail, Verbal Communication
Specialization
Candidates should have sales experience, preferably in a watch or jewelry setting. They must possess good customer service skills, attention to detail, and effective verbal communication skills.
Relationship Manager IV-Healthcare (Hybrid) Santa Monica at First Citizens Bank and Trust Company
Santa Monica, California, United States - Full Time
Skills Needed
Relationship Management, Sales, Healthcare Finance, Commercial Banking, Client Outreach, Market Trends, Cross Selling, Loan Support, Risk Management, Customer Relationships, Financial Needs, Deal Packaging, Regulatory Compliance, Portfolio Management, Medical Office Financing, Cash Flow Loans, Senior Housing Real Estate
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in Commercial Banking or a High School Diploma with 8 years of relevant experience. Preferred fields of study include Business Administration, Finance, and Economics, with a focus on Healthcare and Real Estate Finance.
Experience Required
Minimum 5 year(s)
Sourcing Manager (Remote) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Contract Negotiation, Vendor Management, Market Analysis, Cost Savings, Cross Functional Leadership, Compliance, Communication, Influencing, Attention To Detail, Customer Service Orientation, Strategic Sourcing, Process Improvement, Relationship Management, Ethical Sourcing, Innovation, Total Cost Of Ownership
Specialization
Candidates must have a Bachelor's Degree with 8 years of relevant experience or a High School Diploma with 12 years of experience in contract structuring and negotiation. Preferred qualifications include experience with technology-related agreements and knowledge of financial services sourcing practices.
Experience Required
Minimum 10 year(s)
Member Service Supervisor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Supervision, Cash Handling, Financial Guidance, Problem Resolution, Product Promotion, Tellering, Security Procedures, Internal Controls, Communication Skills, Mentoring, Team Development, Atm Balancing, Relationship Management, Sales, Bilingual
Specialization
Candidates must have 4+ years of cash handling and customer service experience, with 2+ years in a supervisory role. A high school diploma is required, and a college degree is preferred.
Experience Required
Minimum 5 year(s)
Director Corporate Accounting - Deposit Controller (Hybrid) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Accounting, Audit, Financial Analysis, Leadership, Strategic Focus, Gaap, Sox Controls, Problem Solving, Critical Thinking, Technical Accounting Guidance, Automated Financial Systems, Mergers And Acquisitions, Internal Control, Project Management, Team Management, Business Strategy
Specialization
Candidates must have a Bachelor's Degree with 10 years of experience in Accounting, Audit, or Financial Analysis, including a Management or Leadership role, or a High School Diploma with 14 years of relevant experience. Preferred qualifications include experience in a large financial institution and a Certified Public Accounting (CPA) license.
Experience Required
Minimum 10 year(s)
Contact Center Member Service Representative at Palmetto Citizens Federal Credit Union
Irmo, South Carolina, United States - Full Time
Skills Needed
Customer Service, Problem Solving, Product Knowledge, Financial Services, Account Management, Communication, File Maintenance, Bilingual
Specialization
A high school diploma or equivalent is required, along with previous customer service experience preferred. Bilingual candidates are a plus.
Client Service Specialist I (Hybrid) at First Citizens Bank and Trust Company
Phoenix, Arizona, United States - Full Time
Skills Needed
Client Support, Chat Servicing, Problem Solving, Account Maintenance, Technical Support, Banking, Customer Service, Collaboration, Onboarding, Quality Assurance, Research, Escalation, Communication, Multi Tasking, Regulatory Standards, Commercial Banking
Specialization
Candidates must have a Bachelor's Degree with 1 year of experience in Banking/Financial Services or Customer Service, or a High School Diploma with 2 years of relevant experience. Preferred qualifications include experience in a contact center and supporting commercial banking clients.
Client Service Specialist I at First Citizens Bank and Trust Company
Phoenix, Arizona, United States - Full Time
Skills Needed
Client Support, Problem Solving, Communication Skills, Banking, Technical Support, Account Maintenance, Onboarding, Quality Assurance, Collaboration, Customer Service, Commercial Banking, Research, Escalation, Regulatory Standards, Training, Account Reviews
Specialization
Candidates must have a Bachelor's Degree with 1 year of experience in Banking/Financial Services or Customer Service, or a High School Diploma with 2 years of relevant experience. Preferred qualifications include inbound call center experience and strong communication skills.
Assistant Supervisor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Problem Solving, Product Knowledge, Supervisory Skills, Security Procedures, Account Research, File Maintenance, Payroll Assistance, Mentoring, Communication, Teamwork, Leadership, Attention To Detail, Time Management, Bilingual
Specialization
A high school diploma or GED is required, with a preference for a college degree. Candidates should have at least 3 years of cash handling and customer service experience, preferably in a retail banking or credit union setting.
Experience Required
Minimum 2 year(s)
Senior Risk Analyst-Risk Analytics (Retail Execution) at First Citizens Bank and Trust Company
Charlotte Amalie, United States Virgin Islands, United States - Full Time
Skills Needed
Risk Management, Financial Analysis, Statistical Modeling, Credit Products, Data Visualization, Analytical Programming, Project Management, Process Improvement, Regulatory Compliance, Data Analysis, Macroeconomic Analysis, Dashboard Development, Cross Functional Collaboration, Documentation, Control Checks, Scenario Analysis
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in risk management or financial analysis, or a High School Diploma with 8 years of relevant experience. Preferred qualifications include a Master's degree or CPA/CFA and familiarity with retail credit products and data visualization tools.
Experience Required
Minimum 5 year(s)
Senior Software Engineer - .NET (Remote - North Carolina) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Microsoft .Net, Asp.Net, Sql Scripting, Powershell Scripting, Api Development, Javascript, Html 5, Xml, Servicenow, Agile, Scrum, Kanban, Middleware, Etl, Procurement Systems, Coupa, Sap Ariba
Specialization
Candidates must have a Bachelor's Degree with 4 years of experience in software application development or a High School Diploma with 8 years of experience. Preferred qualifications include advanced experience with various programming languages and familiarity with Agile methodologies.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Coaching, Problem Solving, Loan Processing, Public Relations, Team Development, Financial Guidance, Operations Management, Sales Promotion, Communication, Compliance, Service Orientation, Relationship Management, Product Knowledge, Conflict Resolution, Time Management
Specialization
A high school diploma or GED is required, with a preference for an associate or bachelor's degree in a related field. Candidates should have over 5 years of cash handling and customer service experience, along with 3 years of supervisory experience in a customer service environment.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Coaching, Problem Solving, Public Relations, Communication, Financial Guidance, Team Development, Operations Management, Loan Counseling, Community Outreach, Compliance, Leadership, Sales, Relationship Building, Service Orientation, Administrative Support
Specialization
A High School Diploma or GED is required, with a preference for an Associate or Bachelor's degree in a related field. Candidates should have over 5 years of cash handling and customer service experience, along with 3 years of supervisory experience in a customer service or sales environment.
Experience Required
Minimum 5 year(s)
Compliance Officer II – Asset Management and Capital Markets (Remote) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Compliance, Regulatory Requirements, Risk Management, Auditing, Finra Regulations, Securities Act, Exchange Act, Advisers Act, Training, Policy Development, Issue Management, Reporting, Project Management, Broker Dealer Compliance, Anti Money Laundering, Regulatory Compliance
Specialization
Candidates must have a Bachelor's Degree with 6 years of experience in Compliance, Legal, Audit, or Banking, or a High School Diploma with 10 years of experience in the same fields. Preferred qualifications include FINRA licenses and certifications related to compliance and anti-money laundering.
Experience Required
Minimum 5 year(s)
Associate I - Global Fund Banking, LP Relations at First Citizens Bank and Trust Company
Chicago, Illinois, United States - Full Time
Skills Needed
Analytical, Collaboration, Attention To Detail, Communication Proficiency, Data Integrity, Critical Thinking, Organizational Skills, Proactive, Relationship Management, Private Markets Knowledge, Fund Structures Knowledge, Data Analysis, Administrative Support, Market Mapping, Outreach Campaigns, Commitment Verification
Specialization
A Bachelor's Degree is preferred, along with prior experience in the Private Markets ecosystem. Candidates should possess strong analytical skills and the ability to manage multiple assignments effectively.
Senior Portfolio Manager-CEF (remote) NY at First Citizens Bank and Trust Company
New York, New York, United States - Full Time
Skills Needed
Portfolio Management, Client Servicing, Risk Management, Investment Strategy, Data Analysis, Market Trends, Financial Reporting, Securities Trading, Investment Recommendations, Team Management, Training, Performance Evaluation, Compliance, Presentation Skills, High Net Worth Client Service
Specialization
Candidates must have a Bachelor's Degree with 6 years of experience in Credit Analysis and Credit Underwriting, or a High School Diploma with 10 years of experience. Strong analytical skills and experience in managing client portfolios are essential.
Experience Required
Minimum 10 year(s)
Senior Sales & Service Representative (Universal Banker) at First Citizens Bank and Trust Company
Asheville, North Carolina, United States - Full Time
Skills Needed
Influence, Sales Outreach, Communication Skills, Customer Service Skills, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Knowledge Of Retail Banking Products, Structured Sales Process
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in sales or customer service. A Bachelor's degree and experience in telephone sales are preferred.