Financial Sales Manager III

3 days ago


Boston, Massachusetts, United States First Citizens Bank Full time
Job Summary

We are seeking a highly motivated and experienced Financial Sales Manager III - Business Development to join our team at First Citizens Bank. As a key member of our sales team, you will be responsible for managing sales efforts and associates in a branch location, overseeing branch operations, and engaging in outbound calling activities to generate new business opportunities.

Key Responsibilities
  • Achieve individual and/or team financial, production, and relationship results relative to specific metrics and goals assigned.
  • Engage with customers, prospects, and referral sources through proactive outreach and represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities.
  • 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.
  • Foster collaborative partnerships that deliver value for customers, prospects, and colleagues, and initiate conversation to uncover sales or referral opportunities.
  • 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.
Requirements
  • Bachelor's degree with a minimum of 6 years of experience in a sales, customer service, lending, or financial services role, including supervisory experience.
  • Or - High school diploma or GED with a minimum of 10 years of experience in a sales, customer service, lending, or financial services role, including supervisory experience.
  • Must complete federal registration and annual renewal as required by the SAFE Act.
  • Other preferred qualifications include understanding of retail banking products and services, ability to network and build centers of influence, and ability to identify, think through, and solve problems accurately and efficiently.
About First Citizens Bank

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success.

First Citizens Bank. Forever First. Member FDIC.

Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran



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