About the Role
As a Financial Sales Manager at First Citizens Bank, your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.
Responsibilities
- Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
- Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results.
- Regularly and proactively leverage the expertise of bank partners, other managers or team.
- Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
- Engage with customers, prospects and referral sources through proactive outreach.
- Represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
- Engage in sales practices that are aligned to create value for both the customer and the bank.
- Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
- Initiate conversation to uncover sales or referral opportunities.
- Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
- Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
- Complete required training by established deadlines.
- Perform general office management duties as assigned to ensure operational efficiency.
- Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
Requirements
- Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory
- Must possess a valid driver's license.
- Position requires frequent driving to other offices, bank customers, etc.
- Bank car not provided.
Skills
- Application of a structured sales process
- Providing financial guidance and expertise
- Financial literacy
- Financial analysis
- Knowledge of business banking products and services
- Business development
- Networking and building centers of influence
- Business Development Experience
- Business Banking experience
- Knowledge of business banking products- including Treasury Management, Merchant Services, and Lending
Education Level
- Bachelor's Degree
- High School Diploma or GED
Salary/Compensations
- $105,000- $125,000 per year
Benefits
- 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.
About the Company
- At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.
