Financial Sales Manager

First Citizens Bank•Duarte, CA

6d•Onsite

About The Position

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 branch location, overseeing office operations with the support of an operations specialist.

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
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Financial analysis
Knowledge of retail banking products and services
Business development
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

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
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
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.