Financial Sales Manager

First Citizens Bank•South Miami, FL

About The Position

At First Citizens Bank, the Financial Sales Manager primarily conducts outbound calling to generate new business opportunities and may partner with a business or commercial banker to provide expertise on business deposits and related services. The role manages sales efforts and associates in a boutique business branch, oversees office operations, and has support from an operations specialist. The manager leads team performance and personnel functions, supports associate development through feedback and coaching, and works toward customer value and the bank’s financial goals. The role also drives individual and team sales results through outreach, customer engagement, community participation, and appropriate financial guidance. It fosters collaborative service, identifies sales and referral opportunities, and complies with applicable regulations and bank policies while supporting efficient office operations.

Requirements

A bachelor's degree and 4 years of experience, or a high school diploma or GED/equivalent and 8 years of experience.
Experience must be in sales, customer service, lending, or financial services sales, including supervisory experience.
Valid driver's license; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
Ability to apply a structured sales process.
Ability to provide financial guidance and expertise.
Financial literacy and financial analysis skills.
Knowledge of business banking products and services.
Business development skills.
Networking skills and ability to build centers of influence.

Responsibilities

Manage team performance and personnel functions, ensuring operational soundness and delivery of results that create 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 or team members.
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 provide relevant financial guidance.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales and referral opportunities; listen to customers, ask insightful questions, 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 office management duties.
Where applicable, ensure deposit transactions are accurate and handled efficiently.