Financial Sales Manager II (Branch Manager II)

First Citizens Bank•Summerville, SC

11d

About The Position

The Financial Sales Manager II (Branch Manager II) manages sales efforts and associates at a branch location and oversees branch operations with support from an operations specialist. The role generates new business through outbound calling and drives proactive customer outreach by the branch sales team. It uses expertise in consumer and small business financial needs to establish banking relationships, extend credit, and identify referrals to specialty partners. The position may be filled as licensed or non-licensed. The manager is accountable for team performance, personnel functions, operational soundness, and results that create customer value and meet the bank’s financial expectations. The role also represents the bank in the community when appropriate and ensures customer interactions and branch activities comply with applicable regulations, policies, procedures, and delegated authorities.

Requirements

Bachelor’s degree and 6 years of experience, or high school diploma/GED/equivalent and 10 years of experience.
Experience must be in sales, customer service, lending, or financial services sales, including supervisory experience.
Complete federal registration and annual renewal as required by the SAFE Act.
Possess a valid driver’s license; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
Where licensing is required, complete Series 6 or 7, Series 63, and state-specific life insurance licenses within 12 months of hire.
Ability to apply a structured sales process and provide financial guidance and expertise.
Financial literacy and financial analysis skills.
Knowledge of retail banking products and services.
Business development, networking, and building centers of influence skills.
Line of Business products, services, and acumen.
Sales management, leadership, and performance coaching skills.

Responsibilities

Manage team performance and personnel functions while maintaining operational soundness and delivering customer and bank results.
Set expectations, provide one-on-one feedback and coaching, and support associate development and achievement of results.
Leverage expertise from bank partners, other managers, and team members.
Achieve individual and/or team financial, production, and relationship goals.
Conduct proactive outreach to customers, prospects, and referral sources to generate business and identify needs.
Represent the bank at civic and community events when appropriate, generating business and identifying potential Community Reinvestment Act opportunities.
Use appropriate planning and preparation to provide relevant financial guidance and support informed customer decisions.
Build collaborative relationships with customers, prospects, and colleagues; uncover sales and referral opportunities; understand customer needs; and promptly address them.
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-taking transactions, where applicable.