Licensed Financial Sales Manager I (Branch Manager)

First Citizens Bank•Walhalla, SC

About The Position

The Financial Sales Manager manages sales efforts and associates at a branch location and oversees branch operations with support from an operations specialist. The role includes outbound calling to generate business opportunities and holding the branch sales team accountable for proactive customer outreach. The manager uses their own and their team’s expertise in consumer and small business financial needs to establish banking relationships, extend credit, and identify referrals to specialty partners. The position may be filled as licensed or non-licensed. The role oversees team performance and personnel functions, supports associate development through feedback and coaching, and delivers sales, production, and relationship results. It also involves customer and community engagement, identifying sales and referral opportunities, providing relevant financial guidance, and fostering productive relationships with customers, prospects, and colleagues. The manager complies with applicable regulations, bank policies, procedures, and delegated authorities; completes required training; and performs assigned office management duties. Where the role includes taking deposits, the associate is accountable for transaction accuracy and operational efficiency. Frequent driving to other offices and bank customers is required; a bank car is not provided.

Requirements

Bachelor’s degree and 2 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience; or high school diploma or GED/equivalent and 6 years of experience in those areas, including supervisory experience.
Must complete the bank-sponsored licensing program within 12 months of entering the role where licensing is required.
Must complete federal registration and annual renewal as required by the SAFE Act.
Must possess a valid driver’s license.
Must have or acquire Series 6 or 7, Series 63, and state-specific life insurance licenses within a reasonable timeframe of hire.
Skills in providing 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 skills.
Written and verbal communication skills.

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 maintaining operational soundness and delivering customer and bank results.
Set expectations and provide one-on-one feedback and coaching to support associate development and performance.
Leverage the expertise of bank partners and other managers or team members.
Achieve individual and/or team financial, production, and relationship goals.
Conduct proactive outreach to customers, prospects, and referral sources.
Represent the bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
Use appropriate planning and preparation to provide relevant financial guidance and support informed customer decisions.
Build collaborative partnerships with customers, prospects, and colleagues.
Identify sales and referral opportunities by initiating conversations, listening to customers, and responding to their needs.
Seek coaching, support bank initiatives, and use tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk.
Complete required training by established deadlines.
Perform assigned general office management duties.
Where responsible for taking deposits, ensure transaction accuracy and operational efficiency.
Drive frequently to other offices and bank customers.