Financial Sales Manager

1 week ago


Laguna Woods, California, United States First Citizens Bank Full time
About First Citizens Bank

We invite individuals who want to make a difference in the communities where we live and work to join our team. With over 120 years of experience, First Citizens Bank has established itself as a leader in the financial services industry.

Compensation

The base pay for this position is generally between $87,825 and $152,230 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Job Description

As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. The role primarily engages in outbound calling activities to generate new business opportunities. You will work with small business clients to address their financial needs and identify and refer consumer sales opportunities to the appropriate bank partner.

Responsibilities:
  • Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
  • Engage with customers, prospects and referral sources through proactive outreach.
  • Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
  • 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.
Qualifications

To be successful in this role, you should have:

  • Bachelor degree with a minimum of 4 years experience in a sales, customer service, lending or financial services role, including supervisory experience.
  • Or High school diploma or GED with a minimum of 8 years experience in a sales, customer service, lending or financial services role, including supervisory experience.
  • Understanding of business banking banking products and services.
  • Experience with Business Development and building COIs
  • Management or Supervisory Experience


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