About The Position

Overview Promotion Alert This is a backfill due to a well deserved promotion! At First Citizens Bank, together we become better. 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 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. #LI-JR1

Requirements

  • Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 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.
  • RequiredSkill(s): 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

Responsibilities

  • Outbound Sales/Business Development:
  • Production driven leadership role with individual and team sales goals
  • Developing COIs, leveraging business relationships
  • 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, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank
  • Supports associate development and achievement of results through ongoing coaching and mentoring
  • Service/Operations Standards:
  • 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.
  • Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
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