First Citizens Bank · 2 weeks ago
Institutional Business Development Officer
Tampa, FL
Full-time
Onsite
Senior Level
6+ years expFirst Citizens Bank is seeking an Institutional Business Development Officer for its Wealth division. The role involves soliciting new institutional business, promoting various financial services, and ensuring client retention through effective communication and partnerships.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals
Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners
Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners
Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses
Qualification
Required
Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)
Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe
Understanding of the investment markets and economics in general
Understanding of Qualified Retirement Plan Market
Understanding of Philanthropic & Charitable Market
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-06
2025-12-22
Company data provided by crunchbase