Financial Sales Manager (Branch Manager)
Company: First Citizens Bank
Location: Gaston
Posted on: May 27, 2023
Job Description:
Overview: Stable. Family. Opportunities. Unique. Whether First
Citizens Bank has been established for 120+ years, or expanding its
presence in your market, we invite you to be a part of our story.
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. 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.
Responsibilities:
- Sales - 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. Represent the Bank in the community for
the purpose of generating additional business and identifying
potential CRA opportunities for the Bank.
- Team Management - 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.
- Service Standards - Foster collaborative partnerships that
deliver value for customers, prospects and colleagues. Initiate
conversation to uncover sales or referral opportunities.
- Operations and Administration- 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. Qualifications:
Bachelor's Degree and 2 years of
experience in Sales, customer service, or lending, or financial
services sales, including supervisory OR High School Diploma or GED
and 6 years of experience in Sales, customer service, or lending,
or financial services sales, including supervisory
License or Certification Type: Must
possess a valid driver's license. Position requires frequent
driving to other offices, bank customers, etc. Bank car not
provided. Required, In cases where licensing is required,
associates must complete the bank sponsored licensing program
within 12 months of entering the role. Required, Must complete
federal registration and annual renewal as required by the SAFE
Act. Required
Skill(s): Providing financial
guidance and expertise, Financial literacy, Financial analysis,
Knowledge of retail banking products and services, Business
development, Networking and building centers of influence,
Application of a structured sales process
Keywords: First Citizens Bank, Columbia , Financial Sales Manager (Branch Manager), Executive , Gaston, South Carolina
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