Financial Sales Manager II
First Citizens Bank • St. George, SC4d
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Financial Sales Manager II (Branch Manager II)
First Citizens Bank•St. George, 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 generates new business through outbound calling, promotes proactive customer outreach, and applies expertise in consumer and small business financial needs. The position establishes banking relationships, extends credit, and identifies referrals for specialty partners. It may be filled as licensed or non-licensed. The manager leads team performance and personnel functions, coaches associates, and works toward financial, production, and relationship goals. The role also serves customers and prospects through needs-based conversations, community engagement, and referrals, while complying with banking regulations, policies, procedures, and delegated authorities. General office management and deposit-related accuracy and efficiency may also be part of the work.
Requirements
- Bachelor's degree and 6 years of experience, or high school diploma/GED/equivalent and 10 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience.
- Complete federal registration and annual renewal as required by the SAFE Act.
- Possess a valid driver's license; the position requires frequent driving to other offices and bank customers, and a bank car is not provided.
- If licensing is required, complete Series 6 or 7, Series 63, and state-specific life insurance licenses within 12 months of hire.
- Application of a structured sales process.
- Financial guidance and expertise, financial literacy, and financial analysis.
- Knowledge of retail banking products and services.
- Business development, networking, and building centers of influence.
- Line of Business products, services, and acumen.
- Sales management, leadership, and performance coaching.
Responsibilities
- Manage team performance and personnel functions while maintaining operational soundness and delivering results that create customer value and meet bank financial expectations.
- Set expectations and provide one-on-one feedback and coaching to support associate development and results.
- Leverage expertise from bank partners and other managers.
- Achieve individual and/or team financial, production, and relationship goals.
- Conduct proactive outreach to customers, prospects, and referral sources to generate sales and business opportunities.
- Represent the Bank at civic and community events when appropriate to generate business and identify potential CRA opportunities.
- Use appropriate planning, preparation, and partnerships to provide relevant financial guidance and informed decision-making.
- Build collaborative relationships with customers, prospects, and colleagues; identify sales and referral opportunities by understanding customer needs and preferences.
- Address immediate customer needs promptly and optimize performance by seeking coaching, supporting Bank initiatives, and using relevant tools.
- 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 accuracy and operational efficiency for deposit-taking transactions where applicable.
Benefits
- Competitive benefits program designed to meet associates' needs; details are available on the company benefits website.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
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