Branch Manager (New Business Development) at First Citizens Bank | San Francisco, California, United States | Rezi

Branch Manager (New Business Development) at First Citizens Bank

Branch Manager (New Business Development)

First Citizens Bank · San Francisco, California, United States

1 months ago

Branch Manager (New Business Development)

First Citizens Bank · San Francisco, California, United States

a month ago
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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.