Financial Sales Manager (Branch Sales Manager)

First Citizens Bank•Atlanta, GA

112d•Onsite

About The Position

At First Citizens Bank, together we become better. We’re looking for people who want more than just a job – who want to make a difference in the communities where we live and work. 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 boutique business 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
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
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Nice To Haves

Business Development Experience
Business Banking experience
Knowledge of business banking products- including Treasury Management, Merchant Services, and Lending

Responsibilities

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
Engage with customers, prospects and referral sources through proactive outreach.
Represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Engage in sales practices that are aligned to create value for both the customer and the bank.
Initiate conversation to uncover sales or referral opportunities.
Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
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.
Complete required training by established deadlines.
Perform general office management duties as assigned to ensure operational efficiency.
Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.