Relationship Manager

1 month ago

Portsmouth, United States First Citizens Bank Full time
Overview:

First Citizens Bank Equipment Finance provides leasing and equipment financing solutions to thousands of small businesses, across various industries, nationwide.  We provide financing solutions to our borrowers and lessees, and assist our vendor partnerships in growing sales, profitability, and customer loyalty by providing customized, value-added finance solutions to their client base.

 

Our cutting-edge technology platform allows small businesses to access financing through a highly automated credit approval, documentation, and funding process.  Transactions range from $2,000 to $1M.

 

This position supports the expansion and retention of business relationships in the Commercial Equipment Finance division. Delivers a full range of lending, deposit and ancillary services and other support tasks that facilitate daily operations. Perform general office management duties as assigned to ensure operational efficiency.

Responsibilities:
  • Sales – Sales focus to include in-person, centralized outbound calling, as well as direct Digital Marketing outreach. Achieve individual and/or team financial, production and relationship result relative to the specific metrics and goals assigned. Engage with internal associates, customers, prospects, and referral sources through proactive outreach. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects, and colleagues. 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.
  • 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency.
Qualifications:

Basic Qualifications:

  • High School Diploma or GED and 1 year of Sales or Customer Service experience.

Preferred Qualifications:

  • 3 years of prior sales experience strongly preferred.
  • Bachelor’s degree in business, Accounting, Finance, or Economics.
  • Salesforce / CRM experience preferred.

Required Qualifications:

  • Strong written and verbal communication skills with an ability to communicate effectively across business levels.
  • Strong Customer Service skills with exceptional attention to detail
  • Technologically savvy
  • Client-focused, proactive, and results-oriented
  • Proficient with Microsoft Office Suite; Excel, PowerPoint, Word

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