Branch Sales Manager

First Citizens Bank • Los Angeles, CA

5d

About The Position

At First Citizens Bank, the Branch Sales Manager manages sales efforts and associates at a branch location and oversees office operations with support from an operations specialist. The role is primarily focused on outbound calling to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise on business deposits and related services.

The manager oversees team performance and personnel functions, drives accountability, and provides feedback and coaching to support associate development and results. The role also builds customer and community relationships, achieves assigned sales and financial goals, provides relevant financial guidance, and ensures compliance with regulations and bank policies. General office management duties may be assigned to support operational efficiency.

Requirements

• Bachelor's degree and 4 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience; or a high school diploma or GED and 8 years of such experience, including supervisory experience.
• Must possess a valid driver's license; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
• Skills in applying a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of business banking products and services, business development, and networking and building centers of influence.

Nice To Haves

• Business development experience.
• Business banking experience.
• Knowledge of business banking products, including Treasury Management, Merchant Services, and Lending.

Responsibilities

• Manage team performance and personnel functions, ensuring operational soundness and delivery of customer value and bank financial expectations.
• Drive accountability for role expectations, responsibilities, and authorities; provide one-on-one feedback and coaching to support associate development and results.
• Leverage the expertise of bank partners and other managers.
• Achieve assigned individual and/or team financial, production, and relationship results.
• Engage customers, prospects, and referral sources through proactive outreach, including outbound calling to generate business opportunities.
• Represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
• Use sales practices that create value for both customers and the Bank, with appropriate partnering, planning, and preparation to provide relevant financial guidance.
• Build collaborative partnerships and identify sales or referral opportunities by listening to customers, asking questions, and promptly addressing their needs.
• Seek coaching, support Bank initiatives, and use tools to optimize performance.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
• Complete required training by established deadlines and perform assigned office management duties.
• Ensure accuracy and operational efficiency for deposit transactions when accountable for taking deposits.

Benefits

• Benefits program; specific benefits are described on the company's benefits website.
• Variable incentives, bonuses, benefits, and/or other awards may be included in total compensation for some roles.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager