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Financial Sales Manager II
2 months ago
We are seeking a highly skilled Financial Sales Manager II to join our team at First Citizens Bank. As a key member of our branch operations, you will be responsible for managing sales efforts and associates, overseeing branch operations, and driving accountability for proactive customer outreach.
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 to generate additional business and identify 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 conversations 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.
- 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.
- Valid driver's license and ability to frequently drive to other offices, bank customers, etc.
- Must complete federal registration and annual renewal as required by the SAFE Act.
First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.
First Citizens Bank is a leading financial institution with a rich history and a commitment to excellence. We are proud to offer a dynamic work environment, competitive compensation, and opportunities for growth and development.
