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Financial Sales Manager II

2 months ago

Norman, Oklahoma, United States First Citizens Bank Full time
Job Summary

We are seeking a highly motivated and experienced Financial Sales Manager II - 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 driving business growth through proactive outreach and partnership with business and commercial bankers.

Key Responsibilities
  • Sales: 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 to generate additional business and identify potential CRA opportunities.
  • 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.
  • Service Standards: Foster collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiate conversations 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.
Requirements
  • Bachelor's Degree and 4 years of experience in sales, customer service, or lending, or financial services sales, including supervisory experience.
  • High School Diploma or GED and 8 years of experience in sales, customer service, or lending, or financial services sales, including supervisory experience.
  • Must complete federal registration and annual renewal as required by the SAFE Act.
  • Must possess a valid driver's license.
  • Required skills: application of a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of retail banking products and services, business development, networking, and building centers of influence.
Preferred Qualifications
  • Large financial institution experience.
  • Business development experience.
  • Treasury management experience.
  • Merchant services experience.