Financial Sales Manager (Branch Manager)

First Citizens Bank•San Antonio, TX

About The Position

At First Citizens Bank, together we become better. The Financial Sales Manager role is primarily focused on outbound calling to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise on business deposits and related services. The manager leads sales efforts and associates in a boutique business branch, overseeing office operations with support from an operations specialist. The role includes managing team performance and personnel functions, achieving individual and team sales and relationship results, engaging customers and referral sources through proactive outreach, and fostering service standards that help identify customer needs and opportunities. It also requires compliance with bank regulations, policies, procedures, and delegated authorities; completion of required training; and general office management as assigned.

Requirements

Bachelor’s degree and 2 years of experience, or high school diploma/GED or equivalent and 6 years of experience.
Experience must be in sales, customer service, lending, or financial services sales, including supervisory experience.
Application of a structured sales process.
Ability to provide financial guidance and expertise.
Financial literacy.
Financial analysis skills.
Knowledge of business banking products and services.

Nice To Haves

Business development experience.
Networking and building centers of influence.

Responsibilities

Manage team performance and personnel functions, supporting operational soundness and execution of plans that deliver customer value and meet the bank’s financial expectations.
Set accountability for role expectations, responsibilities, and authorities; provide one-on-one feedback and coaching to support associate development and results.
Leverage the expertise of bank partners and other managers.
Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
Conduct proactive outreach to customers, prospects, and referral sources to generate business.
Represent the Bank at civic and community events, when appropriate, to generate business and identify potential CRA opportunities.
Use sales practices that create value for customers and the Bank, with appropriate partnering, planning, and preparation to support informed financial decisions.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities, listen to customers, ask questions to understand needs and preferences, and promptly address immediate needs.
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 general office management duties.
Ensure transaction accuracy and operational efficiency for deposit-taking responsibilities, as applicable.