Financial Sales Manager I/II (Branch Manager)

First Citizens Bank•Beaufort, NC

About The Position

The Financial Sales Manager manages sales efforts and associates at a branch location and oversees branch operations, with support from an operations specialist. The role includes outbound calling to generate business opportunities and holding the branch sales team accountable for proactive customer outreach. The manager draws on team and individual expertise in consumer and small business financial needs, establishes banking relationships, extends credit, and identifies referrals for specialty partners. The position may be filled at Level I or Level II based on the selected candidate’s skills and experience. The manager leads team performance and personnel functions, supports associate development through feedback and coaching, and executes plans to deliver customer value and meet the bank’s financial expectations. The role achieves individual and team sales, production, and relationship goals through customer, prospect, and referral-source outreach. It also fosters strong service relationships, uncovers customer needs and referral opportunities, and supports bank initiatives. The position is responsible for complying with regulations, bank policies, procedures, and delegated authorities; completing required training; and carrying out general office management duties. Where the role includes taking deposits, the associate is accountable for transaction accuracy and operational efficiency. Frequent driving to other offices and bank customers is required; a bank car is not provided.

Requirements

Financial Sales Manager I: Bachelor’s degree and 2 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience; or high school diploma/GED/equivalent and 6 years of such experience, including supervisory experience.
Financial Sales Manager II: Bachelor’s degree and 4 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience; or high school diploma/GED/equivalent and 8 years of such experience, including supervisory experience.
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.
Ability to apply a structured sales process and lead sales management and performance coaching.
Written and verbal communication skills.
Where licensing is required, complete the bank-sponsored licensing program within 12 months of entering the role.
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.

Nice To Haves

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

Responsibilities

Manage team performance and personnel functions while maintaining operational soundness and delivering results that create customer value and meet the bank’s financial expectations.
Set expectations and provide one-on-one feedback and coaching to support associate development and achievement of results.
Leverage the expertise of bank partners and other managers.
Achieve assigned individual and team financial, production, and relationship results.
Conduct proactive outreach to customers, prospects, and referral sources to generate business and identify customer needs.
Represent the bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
Use sales practices and preparation that provide relevant financial guidance and support informed customer decisions.
Build collaborative partnerships with customers, prospects, and colleagues; listen to customers, ask questions, address immediate needs, and identify sales or referral opportunities.
Seek coaching, support bank initiatives, and use tools to improve performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risk.
Complete required training by established deadlines and perform assigned general office management duties.
Ensure transaction accuracy and operational efficiency when responsible for taking deposits.