Financial Sales Manager-Business Development

2 weeks ago


San Jose, California, United States First Citizens Bank Full time
Overview:

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. The role primarily engages in 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.

Responsibilities:

Sales -

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. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.

Team Management -

Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team.

Service Standards -

Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.

Operations and Administration -

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.

The base pay for this position is relative to your experience but the range is generally $86,580 to $150,072 per year. First Citizens offers a competitive, comprehensive benefits program which you can review here: .

#LI-NC1

Qualifications: 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 supervisoryLicense or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act. Required, Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): 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

Other Preferred Qualifications:

Understanding of retail banking products and services.

Ability to network and build centers of influence.

Business Development

Ability to identify, think through and solve problems accurately and efficiently.



  • San Jose, California, United States Qcells Full time

    A Regional Sales Manager is responsible for developing and implementing sales, marketing, financial, and structural strategies supporting our partners.Leverage distribution relationships and work closely with the distribution sales team on joint sales efforts at the installer level.Virtual office must have easy access to a major metropolitan airport.Hanwha Q...


  • San Francisco, California, United States FreightTAS Full time

    Job Description:Outside/Inside Sales/Business Development Manager/Hunter Air/Ocean FreightMust have 3 years Sales experience in Air/Ocean Freight Sales.Freight Sales should be primarily focused on International Air/Ocean.Must have a Hunter mentality/Book of Business is advantageous but not necessary or a Book of Contacts/Clients where you will enjoy a...


  • San Francisco, California, United States Mission Economic Development Agency Full time

    Join our MEDA TeamAt MEDA, we find meaning and fulfillment in investing in people's lives. We work collaboratively to close the opportunity gap for low-to moderate-income Latino families in San Francisco's Mission District by providing them access to affordable housing, career and small-business development, education, and more. As MEDA continues to...


  • San Francisco, California, United States Hotaling & Co. Full time

    Job DescriptionThe Business Development Manager (BDM) is a full-time, exempt position focused on building the Hotaling & Co. brands by calling on key on and off-premise accounts. The position is focused on building and managing key account relationships, driving quality distribution and menu placements, and executing staff trainings and specialty events for...


  • San Jose, California, United States Antora Energy Full time

    At Antora, we're on a mission to stop climate change. And we can't do that unless we tackle the 30% of global emissions that come from industry.Antora is unlocking zero-emissions industrial energy, cheaper than fossil fuels. Antora's thermal batteries store energy from renewables as heat for days on end, delivering that stored energy as heat and power at the...


  • San Jose, California, United States gpac Full time

    Gpac has partnered with a non-profit organization that is looking for an ambitious and self-driven Vice President of Development with a passion to serve the community and join our teamJob Title:Vice President Development Experience: 10+ Years of management experienceEmployment Type: Full Time and on-siteLocation: outside of San Jose, CASummary of Roles &...


  • San Jose, California, United States Arrow Electronics Full time

    Position:Inside Sales RepresentativeJob Description:At Arrow, we are always looking for great talent to join our community. As an Inside Sales Representative you will be selling Arrow's line card of passive, electromechanical and connector products, and be the daily contact for customers and suppliers.What You'll Be Doing:Managing the overall account...


  • San Diego, California, United States Intuit Full time

    Come join Expert Networks' Modern Operation team as a Senior Manager for the Financial Operations team, where you will lead a team of Financial Operations Analysts to cost both Internal & External supply plans, manage invoices for supply delivered from external partners & drive cost efficiency across the Customer Success Network.The ideal candidate will...


  • San Francisco, California, United States Olympus Lending LLC Full time

    Olympus Lending is looking for an Inside Sales Representative to continue the growth of our Small Business Funding portfolio. As an Inside Sales Representative in our corporate office, you will have the unique opportunity to build our companies brand and customer loyalty. If you have a bulldog mentality and special skill set in hunting and finding new leads...


  • San Francisco, California, United States Envoy Full time

    About the RoleWe are looking for a growth-oriented, innovative, passionate leader to join our team as Director of Business Development responsible for leading both inbound and outbound prospecting motions for the company. This key individual will be part of the go-to-market executive leadership team and will lead a team of 15-20 business development reps and...


  • San Francisco, California, United States Modern Health Full time

    The RoleModern Health is hiring a Sales Development Representative for our growing Sales team. You will work hard to prospect and generate qualified leads for our Account Executives. The ideal candidate would also have a deep passion for making a difference in behavioral health. You will be the first point of contact for all of Modern Health's sales efforts....


  • San Jose, California, United States Nutanix Full time

    Hungry, Humble, Honest, with Heart. The Opportunity Are you a seasoned sales professional? A leader, who excels in a fast-paced and dynamic growth environment? Are you ready to showcase your background by leading a sales team in the development and execution of rapid-growth sales initiatives? We are seeking an Inside Sales Manager to join our world-class...


  • San Francisco, California, United States Cottage Full time

    Cottage was founded with the belief that there had to be a better way for homeowners and contractors to work together. We are building a marketplace that connects homeowners, pros and suppliers with modern tools to scope their work, transact and collaborate. We're starting with Accessory Dwelling Units (ADUs), which provide much needed housing, a smart...


  • San Francisco, California, United States Vonage Full time

    Vonage MissionWe strive to innovate and enhance our customers' ability to communicate within today's digital, cloud and real-time business environment. Our sales team is composed of highly-motivated, energetic and customer-focused Team Members that expand existing accounts/channels and find new clients for company products and services.Why this role...


  • San Francisco, California, United States Connor Group Full time

    Connor Group has several offices with hybrid work arrangements. We are also hiring remote professionals for this position.Are you an intellectually curious, project-oriented professional who enjoys coming up with innovative solutions to complex business issues? Connor Group is seeking professionals who want to build off their existing accounting,...


  • San Diego, California, United States Sempra Full time

    Primary PurposeCo-manages the financial planning processes (including the Five Year Plan, Two Year Plan, Outlooks, and Plan Calendarization) for Sempra and the reporting of financial information to Senior Management and the Sempra Board of Directors. Supports the Director of Strategic Planning & Analysis in gathering information from Business Units and other...

  • Tax Business Partner

    3 weeks ago


    San Jose, California, United States tapwage Full time

    ResponsibilitiesFounded in 2012, ByteDance's mission is to inspire creativity and enrich life. With a suite of more than a dozen products, including TikTok, Helo, and Resso, as well as platforms specific to the China market, including Toutiao, Douyin, and Xigua, ByteDance has made it easier and more fun for people to connect with, consume, and create...

  • Business Analyst

    1 month ago


    San Jose, California, United States e-walkwater Technologies Full time

    Role DutiesThe role that you will be performing is that of a "Oracle ERP Analyst". What this role entails is working with our various clients understanding what their business process is come up with the "AS IS" process and the derive the "TO BE" process keeping in mind that they will using Oracle ERP to perform their operations. In this role there is a lot...


  • San Francisco, California, United States Business Wire Full time

    About the RoleReporting to the Chief People Officer, the Senior Manager of Total Rewards oversees Business Wire's compensation and benefits programs. The Senior Manager of Total Rewards ensures that BW's current and future employees are provided market-competitive compensation, benefits, development, and recognition programs.What You Will DoProvide salary...


  • San Jose, California, United States Phoenix Business Computing Full time

    Phoenix Business Computing works with some of the largest health insurance providers in the country to create adaptive, customized database applications. Our small but growing team is looking for someone who is excited and willing to take on the challenge of modernizing our highly functioning software.ResponsibilitiesRe-architect and refactor existing...