Financial Sales Manager I

3 weeks ago


Boston MA US 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.

#LI-NC1

Qualifications

Bachelor degree with a minimum of 2 years experience in a sales, customer service, lending or financial services role, including supervisory experience.

- Or -

High school diploma or GED with a minimum of 6 years experience in a sales, customer service, lending or financial services role, including supervisory experience.

Additional Requirements:

Must complete federal registration and annual renewal as required by the SAFE Act.

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.



  • Boston, MA, United States First Citizens Bank Full time

    OverviewStable. 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...


  • Boston, United States First Citizens 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...


  • Boston, United States First Citizens Bank Full time

    OverviewStable. 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...


  • Boston, 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...


  • Boston, MA, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...


  • Boston, United States Toppan Merrill Full time

    Job Description: Successful Regional Sales Managers love the sales process, excel at motivating a team of sellers, understands the needs and lifecycle of the Financial Services industry, and are passionate about helping clients find the best solutions. Responsible for driving a regional sales team on Toppan Merrill’s strategy and product offering by...


  • Boston, United States American Fidelity Sales Careers Full time

    American Fidelity Assurance is now looking for an Account Manager in your area.Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations...


  • Boston, United States American Fidelity Sales Careers Full time

    American Fidelity Assurance is now looking for an Account Manager in your area.Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations...


  • Boston, United States i-Pharm Consulting Full time

    Do you have experience working within CNS?Are you an experienced leader looking to take their career to new heights?Would you like to be a key decision maker for global leading pharmaceutical company?If you are an experienced sales leader who enjoys motivating a high performing sales team to elevate and continue to push the boundaries of how wide a reach...


  • Boston, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...


  • Boston, MA, United States Snowflake Computing Full time

    Build the future of data. Join the Snowflake team.Our Sales Engineers are customer obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone.This role...


  • Boston, United States i-Pharm Consulting Full time

    Do you have experience working within CNS?Are you an experienced leader looking to take their career to new heights?Would you like to be a key decision maker for global leading pharmaceutical company?If you are an experienced sales leader who enjoys motivating a high performing sales team to elevate and continue to push the boundaries of how wide a reach...

  • Financial Modeler I

    1 week ago


    Boston, MA, United States Business and Technology Solutions Full time

    Our client is seeking a Cloud Cost Modeler / Economic Impact professional for a term position for a period of 6 - 12 months. The Cloud Cost Modeler / Economic Impact professional will work with the business to understand and develop an in depth business case and total cost of ownership on deploying and managing a cloud solution for a large organization. The...


  • Boston, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionBlue Chip Device Manufacturer is expanding. We are recruiting for an experienced device sales manager. Manage a sales force of 6 reps and 4 clinical specialists. 270k at plan. All expenses covered, great benefits. Please only apply if you meet the following criteria.* Min 3+yrs document successful sales management experience.*...

  • VP, Product Manager

    24 hours ago


    Boston, MA, United States LPL Financial Full time

    LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the...


  • Boston, MA, United States Richemont Full time

    At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...


  • Boston, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Regional Sales Manager

    22 hours ago


    Boston, MA, United States Tempus Full time

    Tempus – Northeast - Regional Sales ManagerPassionate about making a difference in the world of cancer genomics?With the advent of genomic sequencing, we can finally decode and process our genetic makeup. We now have more data than ever before but providers don't have the infrastructure or expertise to make sense of this data. We're on a mission to connect...


  • Boston, United States Stark Tech Full time

    Job DescriptionJob DescriptionStark Tech is seeking a dynamic National Sales Manager (NSM) to join the LithTech team! This position is responsible for streamlining the sales channel for end user utility and commercial/industrial customers to include training and managing the sales channel. In addition, the role is to manage, support and generate new business...


  • Boston, MA, United States Goodwin Recruiting Full time

    One of the Nations leading Steakhouse Organizations is looking for a new SALES MANAGER for our Boston location! This individual will join a dynamic organization, and be tasked with generating revenue through private dining sales in the restaurant’s private dining room(s), through direct sales, direct mail, and other sales and marketing efforts. Sales...