Full-Time

Licensed Banker Sales Manager

Rpms

Updated on 9/10/2026

Deadline 8/22/27
First Citizens BancShares

First Citizens BancShares

10,001+ employees

Full-service bank offering loans and investments

Compensation Overview

$100k - $130k/yr

+ Variable incentives + Bonus

Raleigh, NC, USA + 3 more

More locations: Winston-Salem, NC, USA | Greensboro, NC, USA | Roanoke, VA, USA

Hybrid

Travel within the supported area may be required up to 60% of the time.

Bachelor's, Incomplete

Category
Sales & Account Management (1)
Required Skills
Series 7

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Requirements
  • Bachelor's degree and 6 years of experience in securities sales or sales coaching, including supervisory experience, or a high school diploma or GED and 10 years of experience in securities sales or sales coaching, including supervision of licensed bankers.
  • Possess valid Series 7, 63, 65 or 66, and 24 or 9/10 securities licenses, plus state-specific life and health insurance licenses.
  • Possess a valid driver's license or be able to obtain one within 90 days.
  • Have personal transportation available for travel within the supported area up to 60% of the time.
  • Knowledge of securities and insurance products and sales.
Responsibilities
  • Facilitate the success of the bank's licensed associate programs.
  • Integrate associate placement and coverage and advise on additional coverage needs.
  • Assist leadership in tracking performance trends of individual contributors and sales teams.
  • Achieve regional sales objectives and partnership goals.
  • Ensure compliance with applicable policies and procedures.
  • Ensure licensed associates and their teams have the training, development, and resources needed to increase profitability and production.
  • Coach licensed associates on holistic discovery methods to identify client needs and offer financial solutions.
  • Provide one-on-one mentorship and performance assessments for associates.
  • Build relationships with leaders, associates, and lines of business.
  • Facilitate productive partnerships between retail, business banking, and corporate partners.
  • Use relationships to influence performance and educate stakeholders on best practices.
  • Provide sales leaders with clear communication on program results and associate activities.
  • Report on sales performance, trends, and other metrics to facilitate targeted business strategies.
First Citizens BancShares

First Citizens BancShares

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First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company Size

10,001+

Company Stage

IPO

Headquarters

Raleigh, North Carolina

Founded

1898

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Simplify Jobs

Simplify's Take

What believers are saying

  • BMO deal added about $5 billion deposits and $650 million loans on September 4, 2026.
  • Q2 2026 loan growth reached 1.6% sequentially, with deposits up 1.5%.
  • August 28, 2026 RBR vendor finance partnership deepens equipment lending into agriculture.

What critics are saying

  • September 2026 branch conversion across 11 states risks account attrition and systems failures.
  • SVB Financial Trust's trademark lawsuit keeps the 2023 acquisition dispute alive in court.
  • Federal Reserve extended 2026 stress-capital timing to 2028, keeping capital flexibility constrained.

What makes First Citizens BancShares unique

  • July 2026 earnings showed $672 million net income and $1.66 billion net interest income.
  • September 4, 2026 closed 138 BMO branches, lifting First Citizens above 600 locations.
  • First Citizens still leverages the 2023 Silicon Valley Bank acquisition for tech and venture banking.

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Benefits

Hybrid Work Options

Company News

Yahoo Finance
Sep 7th, 2026
BMO sells 138 US branches to First-Citizens Bank for $5.7B in deposits

BMO Financial Group has completed the sale of 138 branch locations to First-Citizens Bank & Trust Company. The branches are located across North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma, Idaho, and selected locations in Minnesota, Oregon and Illinois. Under the agreement, First-Citizens Bank acquired approximately $5.7bn in deposit liabilities and $1.1bn in loans. The deal, first announced in October last year, forms part of BMO's strategy to reallocate capital towards markets with stronger client engagement and growth prospects. BMO plans to expand its presence in Western US markets, adding over 130 new sites in California and about 15 in Arizona. This would increase its California footprint by more than 50%.

WWAY-TV, LLC
Sep 3rd, 2026
Cape Fear Habitat receives $35,000 grant from First Citizens Bank.

Cape Fear Habitat receives $35,000 grant from First Citizens Bank. 4 hours ago WILMINGTON, NC (WWAY) - Cape Fear Habitat for Humanity has received a $35,000 grant from First Citizens Bank to support the nonprofit's homeownership and critical home repair programs. The grant is the second Cape Fear Habitat has received from First Citizens and will provide general operating support for the organization's programs. Cape Fear Habitat's Homeownership program provides affordable homeownership opportunities for low- to moderate-income families. The Critical Home Repair program helps these homeowners address necessary repairs. "First Citizens Bank has been a great partner to Cape Fear Habitat, and we're excited to be working with them again," said Rich Duncan, director of development for Cape Fear Habitat. "Their generosity in granting our organization operational support means we can attribute funds where they are most needed, allowing us to best serve our homeowners." Reginald Exum, community development officer at First Citizens, said the bank supports efforts aimed at helping people maintain long-term housing stability. "We're honored to support Cape Fear Habitat in helping individuals and families achieve and maintain homeownership," Exum said. Cape Fear Habitat said the grant will help support the ongoing operations of its homeownership and repair programs.

ADFiM
Sep 3rd, 2026
First Citizens Bank invests $40,000 in Eastern Carolina Community Foundation.

First Citizens Bank invests $40,000 in Eastern Carolina Community Foundation. FLORENCE - First Citizens Bank has invested $40000 in Eastern Carolina Community Foundation through the bank's Community Development Grant... Google Alert - development financial institutions

TipRanks
Sep 3rd, 2026
Smart Sand boosts credit facility to $50M and extends maturity to 2031

Smart Sand has amended its credit facility, increasing total revolving commitments from $30 million to $50 million and extending the maturity date to 1 September 2031. The company entered into the original five-year senior secured asset-based credit facility with First-Citizens Bank & Trust Company in September 2024. The amendment adds a $20 million sublimit tied to the value of Smart Sand's Oakdale, Wisconsin facility. The company also agreed to a negative pledge on the Oakdale property and secured modifications to certain financial thresholds, including a $20 million deduction for unfinanced capital expenditures in the fixed charge coverage ratio calculation. Smart Sand supplies proppant and sand-based products primarily to the oil and gas industry for hydraulic fracturing operations.

Farms.com
Aug 28th, 2026
Helping farmers finance equipment.

Helping farmers finance equipment. Aug 28, 2026 By Diego Flammini Assistant Editor, North American Content, Farms.com An equipment manufacturer and bank are working together for support farmers A new partnership is helping farmers acquire the equipment they need. RBR Enterprise, a designer and manufacturer of crop floaters, sprayers, and fertilizer applicators, along with First Citizens Bank, has launched a new vendor finance agreement. Under this agreement, First Citizens Bank will work with RBR Enterprise customers to find flexible financing solutions that align with cash flow and operating cycles. "Through this partnership, RBR's dealers and customers will gain access to flexible terms and payment structures to acquire the equipment needed to operate and grow their businesses," Nate Bartels, ag group leader at First Citizens Equipment Finance, said in a statement. RBR has more than 100 dealers in the U.S. and two in Canada. Partnering with First Citizens Bank reflects a partnership that understands farming isn't like other businesses. "As demand for our Vector, Venturi and Vortex lines continues to grow, we wanted a financing partner who understands seasonal agriculture farming needs," Gary Reid, president of RBR Enterprise, said in the Aug. 26 statement. "Collaborating with First Citizens Equipment Finance allows our customers greater access to equipment that will keep their operations going throughout the year, allow for more time in the field, and require fewer maintenance costs." Other equipment manufacturers have relationships with financial institutions too. AGCO, for example, operates AGCO Finance with DLL, a financial subsidiary of Rabobank. Demco and TrueCore Capital's DealerDog platform work together to provide customers with financing solutions. And Mantiou Group/Gehl work with Vibrant Credit Union to support their farmer customers. Nebraska Children's Groundwater Festival