Financial Sales Manager

2 weeks ago


Hickory, North Carolina, United States First Citizens Bank Full time
Join Our Team as a Financial Sales Manager

At First Citizens Bank, we're looking for talented individuals who want to make a difference in the communities where we live and work. As a Financial Sales Manager, you'll play a key role in managing sales efforts and associates in a branch location, overseeing branch operations, and driving accountability for proactive customer outreach.

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, representing 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, initiating 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.

This position may be filled as a Financial Sales Manager I, II, or III based on the skills and experience of the selected candidate.

Qualifications
  • Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory
  • License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required, In cases where licensing is required, associates must complete the bank-sponsored licensing program within 12 months of entering the role. Required, Must complete federal registration and annual renewal as required by the SAFE Act.
  • Required Skill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process

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. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.



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