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Financial Sales Manager II

2 months ago

Englewood, Colorado, United States First Citizens Bank Full time
Overview

At First Citizens Bank, we're committed to creating a stable and supportive environment for our customers and associates alike. With over 120 years of experience, we've established a reputation for being a trusted partner in the communities we serve.

As a Financial Sales Manager at First Citizens Bank, you'll play a key role in driving sales efforts and overseeing branch operations. Your primary focus will be on generating new business opportunities through outbound calling activities, while also partnering with business or commercial bankers to provide expertise on business deposits and related services.

ResponsibilitiesSales

• 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 and executing on a plan to deliver results that create value for customers and meet financial expectations.

• Drive accountability to role expectations, responsibilities, and authorities, providing one-on-one feedback and coaching to support 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 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.