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Branch Financial Sales Leader

2 months ago

West Columbia, South Carolina, United States First Citizens Full time

**Branch Financial Sales Leader**

First Citizens Bank is in search of an energetic professional to take on the role of Branch Financial Sales Leader. This position is ideal for individuals seeking a stable career within an organization that prioritizes family values and offers significant opportunities for professional growth.

Position Overview

With a rich history spanning over 120 years, First Citizens Bank is a prominent financial institution that is currently enhancing its market presence. We are looking for candidates who aspire to make a meaningful impact in the communities we serve.

As a Branch Financial Sales Leader, you will spearhead sales initiatives and manage branch operations, supported by a dedicated operations specialist. Your responsibilities will include engaging in outreach efforts to attract new clientele, ensuring proactive engagement with customers, and providing expert guidance on financial solutions for both individual and small business needs. You will also build banking relationships, extend credit options, and identify referrals for specialized services, thereby fulfilling consumer investment requirements.

Key Responsibilities

  • Achieve targeted financial, production, and relationship outcomes
  • Lead a team to deliver exceptional value and meet financial objectives
  • Promote accountability and provide constructive feedback for team development
  • Build partnerships to enhance value for clients and colleagues
  • Adhere to regulatory standards and effectively manage risk

Candidate Qualifications

The successful candidate will possess a Bachelor's degree along with a minimum of 2 years of experience in sales, customer service, lending, or financial services, including supervisory experience. Alternatively, candidates with a high school diploma or GED and at least 6 years of relevant experience will also be considered. Additional requirements include federal registration in accordance with the SAFE Act, active FINRA Series 6 and 63 registrations, and a state-specific life insurance license. Preferred qualifications include a solid understanding of retail banking products and services, strong networking capabilities, and effective problem-solving skills.