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San Mateo, California, United States Jobs via eFinancialCareers Full time{"title": "Financial Sales Manager-Business Development", "description": "OverviewAt First Citizens Bank, we're looking for individuals who want to make a difference in the communities where we live and work. As a Financial Sales Manager, you will be responsible for managing sales efforts and associates in a branch location, overseeing branch operations, and...
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Manager Branch Sales
3 months ago
Overview:
The Manager of Branch Sales manages sales performance for multiple branches in the Bay Area including San Francisco, San Mateo, Palo Alto and San Jose.
This leader implements and manages staffing and sales activity plans to meet business deposit and revenue growth goals. Drives accountability to the acquisition, expansion and retention of banking relationships within assigned branches. Coaches associates to improve or enhance sales performance. Engages in outbound calling activities to generate new business opportunities. This position oversees the productive collaboration between sales associates, branch partners, and back office support groups.
This position can be housed in any of the First Citizens Bank branch locations within the Bay Area.
Responsibilities:
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
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. 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. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
The base pay for this position is relative to your experience but the range is generally $137,610 to $238,524 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: .
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Qualifications:
Bachelor's Degree and 6 years of experience in Sales, consumer or business lending, including 3 years supervisory experience OR High School Diploma or GED and 10 years of experience in Sales, consumer or business lending, including 3 years supervisory experience
Skill(s): Application of a structured sales process, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence
