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Financial Sales Manager

2 months ago

Leesburg, Virginia, 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 partner with business or commercial bankers to provide expertise around business deposits and related services.

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. 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 with a minimum of 4 years of 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 of experience in a sales, customer service, lending, or financial services role, including supervisory experience.
  • Additional Requirements:
    • Must complete federal registration and annual renewal as required by the SAFE Act.
  • Other Preferred Qualifications:
    • Understanding of retail banking products and services.
    • Ability to network and build centers of influence.
    • Business Development
    • Ability to identify, think through, and solve problems accurately and efficiently.