Financial Sales Manager

3 weeks ago

Weaverville NC, Buncombe County, NC, United States First Citizens Bank Full time
Overview:

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.


As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. This role also supports the fulfillment of certain consumer investment needs.

Responsibilities:

Sales -

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.


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. Regularly and proactively leverage the expertise of bank partners, other managers or team.


Service Standards -

Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation 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 degree with a minimum of 2 years experience in a sales, customer service, lending or financial services role, including supervisory experience.

- Or -

High school diploma or GED with a minimum of 6 years 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.

FINRA Series 6 and 63 registrations (or equivalent) and state specific life insurance license must be active and maintained or must be obtained within 120 days of job entry date.


Employment Agreement Requirement:

Dual Employment Agreement (all FCB/FCIS Wealth Management - dual associates, including LPAs)


Other Preferred Qualifications:

Currently holds FINRA 6 and 63 registrations as well as state specific life insurance license, and has maintained continuing education coursework to keep licenses and/or registrations in active standing.

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.

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