Branch Manager (New Business Development)

First Citizens Bank•Rancho Santa Margarita, CA

22h•Onsite

About The Position

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.

Requirements

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.
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
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

Nice To Haves

Understanding of retail banking products and services.
Ability to network and build centers of influence.
Business Development
Business Banking
Ability to identify, think through and solve problems accurately and efficiently.
Treasury Management
Experience working with commercial clients.

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.