Financial Sales Manager (Branch Manager)

First Citizens Bank • Youngsville, NC

6d

About The Position

The Financial Sales Manager at First Citizens Bank manages sales efforts and associates at a branch location and oversees branch operations, supported by an operations specialist. The role includes outbound calling to generate new business and ensuring the branch sales team proactively contacts customers. The manager applies their expertise and the team’s knowledge of consumer and small business financial needs to establish banking relationships, extend credit, and identify referrals to specialty partners. The position may be filled at Financial Sales Manager I or II, depending on the selected candidate’s skills and experience.

The role manages team performance and personnel functions, maintains operational soundness, and executes plans that deliver customer value and meet the bank’s financial expectations. It also drives sales and relationship results, provides customer-focused financial guidance, fosters collaborative service, and ensures compliance with bank regulations, policies, procedures, and delegated authorities. General office management duties and, where applicable, deposit transaction accuracy and operational efficiency are also part of the role.

Requirements

• For 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 or equivalent and 6 years of such experience, including supervisory experience.
• For 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 or equivalent and 8 years of such experience, including supervisory experience.
• Financial guidance and expertise.
• Financial literacy and financial analysis.
• Knowledge of retail banking products and services.
• Business development, networking, and building centers of influence.
• Ability to apply a structured sales process.
• Sales management, leadership, and performance coaching.
• Written and verbal communication skills.
• Complete the bank-sponsored licensing program within 12 months of entering the role when licensing is required.
• Complete federal registration and annual renewal as required by the SAFE Act.
• Possess a valid driver's license.

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 ensuring operational soundness and executing plans to meet customer and bank financial expectations.
• Set accountability for role expectations, responsibilities, and authorities; provide individual feedback and coaching to support associate development and results.
• Leverage the expertise of bank partners, other managers, and team members.
• Meet individual and/or team financial, production, and relationship goals.
• Conduct proactive outreach to customers, prospects, and referral sources to generate business and identify referral opportunities.
• 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 create value for customers and the bank.
• Listen to customers, uncover their needs and preferences, address immediate needs, and initiate sales or referral conversations.
• Seek coaching, support bank initiatives, and use available tools to optimize performance.
• Comply with applicable 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 accuracy and operational efficiency of deposit transactions when the role is assigned deposit-taking responsibilities.
• Drive frequently to other offices and bank customers.

Benefits

• A competitive, thoughtfully designed benefits program intended to meet associates’ needs; further details are available on the company benefits website.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager