AeroLeads people directory · profile

Kelli B. P. Email & Phone Number

Financial Sales Manager III at First Citizens Bank at First Citizens Bank
Location: Apex, North Carolina, United States 8 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First Citizens Bank
Role
Financial Sales Manager III at First Citizens Bank
Location
Apex, North Carolina, United States
Company size
6304 employees

Who is Kelli B. P.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kelli B. P. is listed as Financial Sales Manager III at First Citizens Bank at First Citizens Bank, a company with 6304 employees, based in Apex, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Kelli B. P..

Kelli B. P. previously worked as Financial Sales Manager III at First Citizens Bank and Premier Relationship Banker at First Citizens Bank. Kelli B. P. holds Ba, Business Administration from North Carolina State University.

Company email context

Email format at First Citizens Bank

This section adds company-level context without repeating Kelli B. P.'s masked contact details.

First Citizens Bank

Review company-level records connected to Kelli B. P. before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Kelli B. P.

Accomplished executive with over 25 years of experience in management and sales. Leadership approach focuses on building successful teams/partnerships, communication of clear goals, relationship coaching, recognition, and accountability. Proven performance in hiring, developing, and leading highly skilled teams to top performance in personal and business results. Leader in the community and known as a connector for small business owners and executives.

Current workplace

Kelli B. P.'s current company

Company context helps verify the profile and gives searchers a useful next step.

First Citizens Bank
First Citizens Bank
Financial Sales Manager III at First Citizens Bank
raleigh, north carolina, united states
Website
firstcitizens.com
Employees
6304
AeroLeads page
Company profile
View company profile Email format
8 roles

Kelli B. P. work experience

A career timeline built from the work history available for this profile.

Financial Sales Manager Iii

Current
First Citizens Bank

Working with personal and business clients to guide them and their families in their financial goals.

Oct 2022 - Present

Premier Relationship Banker

Current
First Citizens Bank

Cary, North Carolina

At First Citizens, we work with clients to take the stress out of finances. Together with my First Citizens team we help you put strategies in place to meet your short and long term goals. When is the last time you sat down with your banker and reviewed all of your debt and assets to ensure you are on track? Let's chat now.

Dec 2017 - Present

Private Client Group Senior Relationship Manager & Women'S Business Advocate - Pnc Certified

Pnc

Cary, North Carolina

Dedicated to the mass affluent customer segment, I provide a holistic view to my clients' short and long term financial goals and aspirations. To ensure that they are working in the most efficient manner towards those goals, we work together so that all of their financial accounts work harmoniously with one another.

Feb 2013 - Nov 2017

Vp, Small Business Banker

Bank Of America

Southwest Wake County And Clayton

Work with business owners in the Southwest Wake area and now Clayton with revenues ranging from $250,000 to $5Million. Engage in outbound prospecting activities to attract new business and outreaching to the community to establish new relationships with COI/Centers of Influence.

Jan 2012 - Feb 2013

Licensed Area Manager, Senior Vice President

Suntrust Bank

Instrumental in training and coaching 2 teams through 2 bank mergers, CCB and SunTrust. Also, retained almost 96% of employees during these transitional periods. Recruit, hire, motivate and inspire a retail sales teams to include over 80 employees in 12 traditional branches, currently. Utilizing PeopleSoft and Taleo for managing employee pipeline.Have.

Jan 1999 - Dec 2011

Area Manager, Assistant Vice President

National Bank Of Commerce/Ccb

SunTrust bough National Bank of Commerce in December 2004. Completed Personal Banker program in 11 months and was awarded with a promotion to Assistant Banch Manager. Created exciting and innovative ways to increase branch production and improve client loyalty. Made lending decisions based on credit worthiness for consumer loans, lines and credit cards..

Oct 1995 - Dec 2004

Broker'S Assistant

Smith Barney
Sep 1994 - Oct 1995

Teller

State Employee'S Credit Union
May 1991 - Sep 1994
Team & coworkers

Colleagues at First Citizens Bank

Other employees you can reach at firstcitizens.com. View company contacts for 6304 employees →

NE Nick Esposito Nick Esposito Colleague at First Citizens Bank Syracuse, New York, United States, United States View → D( Debra (Debbie) Shealy Debra (Debbie) Shealy Colleague at First Citizens Bank Batesburg-Leesville, South Carolina, United States, United States View → CC Carol Carrasquillo, Pmp Carol Carrasquillo, Pmp Colleague at First Citizens Bank Denver, Colorado, United States, United States View → MM Michael Mulliniks Michael Mulliniks Colleague at First Citizens Bank Albuquerque, New Mexico, United States, United States View → JK Jessica Keene Jessica Keene Colleague at First Citizens Bank Strafford, New Hampshire, United States, United States View → HA Honeycutt Ac Honeycutt Ac Colleague at First Citizens Bank Asheville, North Carolina, United States, United States View → WP Wendy Pribble Wendy Pribble Colleague at First Citizens Bank Greater Lynchburg Area, United States View → JK Jade Kelley, Cmpe Jade Kelley, Cmpe Colleague at First Citizens Bank Atlanta, Georgia, United States, United States View → KD Karen Dyer Karen Dyer Colleague at First Citizens Bank Forest, Virginia, United States, United States View → WS Wendy S. Wendy S. Colleague at First Citizens Bank Winchester, Virginia, United States, United States View →
1 education record

Kelli B. P. education

FAQ

Frequently asked questions about Kelli B. P.

Quick answers generated from the profile data available on this page.

What company does Kelli B. P. work for?

Kelli B. P. works for First Citizens Bank.

What is Kelli B. P.'s role at First Citizens Bank?

Kelli B. P. is listed as Financial Sales Manager III at First Citizens Bank at First Citizens Bank.

Where is Kelli B. P. based?

Kelli B. P. is based in Apex, North Carolina, United States while working with First Citizens Bank.

What companies has Kelli B. P. worked for?

Kelli B. P. has worked for First Citizens Bank, Pnc, Bank Of America, Suntrust Bank, and National Bank Of Commerce/Ccb.

Who are Kelli B. P.'s colleagues at First Citizens Bank?

Kelli B. P.'s colleagues at First Citizens Bank include Nick Esposito, Debra (Debbie) Shealy, Carol Carrasquillo, Pmp, Michael Mulliniks, and Jessica Keene.

How can I contact Kelli B. P.?

You can use AeroLeads to view verified contact signals for Kelli B. P. at First Citizens Bank, including work email, phone, and LinkedIn data when available.

What schools did Kelli B. P. attend?

Kelli B. P. holds Ba, Business Administration from North Carolina State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.