Financial Sales Manager (Branch Manager)

First Citizens Bank • Hartland, WI

94d

About The Position

This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role primarily engages in 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.

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.

Nice To Haves

• Understanding of retail banking products and services.
• Ability to network and build centers of influence.
• Business Development.
• Ability to identify, think through and solve problems accurately and efficiently.
• Treasury Management Knowledge.

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.
• 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 by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
• Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• 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.
• Perform general office management duties as assigned to ensure operational efficiency.

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees