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Financial Sales Director

2 months ago

Southern Pines North Carolina, United States First Citizens Bank Full time
About the Role

As a Financial Sales Manager at First Citizens Bank, you will be responsible for leading sales efforts and managing a team of associates in a branch location. You will oversee branch operations, engage in outbound calling activities to generate new business opportunities, and drive accountability for proactive customer outreach.

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.
Qualifications
  • Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory experience.
  • High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory experience.
  • Valid driver's license and ability to frequently drive to other offices, bank customers, etc.