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Trust Specialist First Citizens Bank Overview This position provides support to trust accounts and client servicing efforts at a high level of complexity. Processes transactions for all types of trust accounts including moving and monitoring cash flow. Prepares reconciliations or disbursements across applicable trust systems and applications. Reviews daily processes to identify and recommend improvements. Supports management, associates, and external parties by facilitating daily trading and settlement activity. Ensures the accuracy and completeness of documentation associated with trust accounts, assets, and payments. May occasionally provide oversight to less experienced specialists in the work group. Responsibilities
Processing - Processes, balances, and records payments, distributions, and disbursements relating to trust cash and asset transactions. Initiates accounting entries. May process Pension and IRA distributions while ensuring accuracy of payment and tax reporting. Business Support - Assists in administering life insurance policies, participant loans, and department reconciliations for all Cash and Security positions. Monitors and tracks reconciliation exceptions as they arise. Identifies and recommends potential improvements, system enhancements, and risk mitigation opportunities through ongoing review of daily processes. Performs filing, orders supplies, and other administrative tasks that facilitate the daily workflow. Documentation - Responsible for the accuracy and completeness of documentation associated with trust accounts, assets, and payments. Maintains department documents and records, including tax records. Prepares and distributes as necessary. Client Service - Assists with client communications, reviews, and presentations. Answers inquiries and resolves issues, or escalates as necessary. May post, reconcile, and allocate client fees. Qualifications Bachelor's Degree and 1 years of experience in Trust, financial services, or financial operations OR High School Diploma or GED and 5 years of experience in Trust, financial services, or financial operations Raleigh, NC, US, 27601Posted a day ago Business Systems Analyst II - CRE/Legal/Audit. First Citizens Bank This position is responsible for providing advanced technical and operational business system support for our Corporate Real Estate, Legal, and Audit systems. In this role, you will perform needs assessments to determine business requirements, and implements functional specifications to assigned systems. This position ensures that developed solutions support Bank objectives through reporting and analysis activities. May involve elements of system testing or development. May occasionally guide less experienced analysts in the work group. This position is based in Raleigh, NC; however remote work will be considered for the ideal candidate. Raleigh, NC, US, 27601Posted a day ago Risk Analyst III - AI/Machine Learning Model Validation. First Citizens Bank The analyst will collaborate with validation manager to conduct independent model validations for one or more specific areas based on their background and expertise. The primary objective is to verify that models are performing as expected and aligning with their design objectives and business use cases while identifying potential limitations and assumptions and assessing their potential impact. Raleigh, NC, US, 27601Posted a day ago Financial Sales Manager II (Branch Manager)First Citizens Bank As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. Kernersville, NC, US, 27285Posted a day ago Risk Officer - Operational Risk Oversight. First Citizens Bank This Second Line of Defense role is responsible for assessment and oversight of risks taken by the Bank at an advanced level of ability. Oversees First Line of Defense activities through objective risk assessment, effective challenge, monitoring, and reporting of the Bank's Risk Profile, including top and emerging risks. Provides leadership, consultation, and support for risk management techniques, practices, and procedures that protect the Bank from loss or exposure. Facilitates the development of analyses and reports to support the appropriate identification, assessment, monitoring, and reporting of new or existing risks. Assists in the review and enhancement of internal controls. Maintains a strong knowledge of new or emerging risk management techniques and trends through professional networking and industry involvement. Develops collaborative partnerships with internal departments, external auditors, regulatory agencies, and other stakeholders to support the company's Risk Management Framework. May provide guidance to less experienced associates in the department. Raleigh, NC, US, 27601Posted a day ago Premier Client Banker II (Licensed Banker) First Citizens Bank 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. Raleigh, NC, US, 27601Posted a day ago IT Risk Officer (Remote) First Citizens Bank The IT Risk Officer will partner with IT Senior Leadership and their teams to identify risks in an open, collaborative environment where new ideas and solutions are both welcomed and rewarded. Responsible for providing proactive guidance on potential issues or risks related to their risk management, governance and oversight processes and sharing technology industry risk best practices with an IT Business Unit. Demonstrate expertise on IT Business Unit functions, including data reporting and analytics, data privacy, and data protection. Consult on the design and implementation of appropriate controls to mitigate risks to an acceptable level. In addition, will manage key risk activities and work with stakeholders on new and changing risk programs. Raleigh, NC, US, 27601Posted a day ago Mortgage Banker. First Citizens Bank This position sells and services mortgage loans for the Bank. Builds a high quality pipeline of residential mortgage loan applications through a variety of sales techniques, responsive client service, and strong relationships with referral sources. Prequalifies loan applicants by evaluating their financial position and recommending appropriate products. Streamlines mortgage loan processing by submitting loan packages that are accurate, complete, and meet all investor and company requirements. Works closely with processing partners to manage the progression of loans through the loan process, providing updates and answering inquiries from clients to uphold service and quality standards. Wilmington, NC, US, 28412Posted a day ago Financial Analyst - Treasury (Hybrid)First Citizens Bank This position will assist in financial reporting and analysis for the Capital Management & Planning Team within Treasury. Provides support for assigned systems and forecasts. Identifies potential improvements to current procedures, plans, and controls to achieve financial objectives. Generates reports, presentations or other documentation as needed. Raleigh, NC, US, 27601Posted a day ago Fiduciary Officer I. First Citizens Bank Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual. Raleigh, NC, US, 27601Posted a day ago Description
Overview This position provides support to trust accounts and client servicing efforts at a high level of complexity. Processes transactions for all types of trust accounts including moving and monitoring cash flow. Prepares reconciliations or disbursements across applicable trust systems and applications. Reviews daily processes to identify and recommend improvements. Supports management, associates, and external parties by facilitating daily trading and settlement activity. Ensures the accuracy and completeness of documentation associated with trust accounts, assets, and payments. May occasionally provide oversight to less experienced specialists in the work group. Responsibilities
Processing - Processes, balances, and records payments, distributions, and disbursements relating to trust cash and asset transactions. Initiates accounting entries. May process Pension and IRA distributions while ensuring accuracy of payment and tax reporting. Business Support - Assists in administering life insurance policies, participant loans, and department reconciliations for all Cash and Security positions. Monitors and tracks reconciliation exceptions as they arise. Identifies and recommends potential improvements, system enhancements, and risk mitigation opportunities through ongoing review of daily processes. Performs filing, orders supplies, and other administrative tasks that facilitate the daily workflow. Documentation - Responsible for the accuracy and completeness of documentation associated with trust accounts, assets, and payments. Maintains department documents and records, including tax records. Prepares and distributes as necessary. Client Service - Assists with client communications, reviews, and presentations. Answers inquiries and resolves issues, or escalates as necessary. May post, reconcile, and allocate client fees. Qualifications Bachelor's Degree and 1 years of experience in Trust, financial services, or financial operations OR High School Diploma or GED and 5 years of experience in Trust, financial services, or financial operations View more..