Financial Sales Manager

4 weeks ago

Lugoff SC, Kershaw County, SC, 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.

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'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 supervisoryLicense 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. RequiredSkill(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

  • Financial Services Representative

    4 weeks ago

    Batesburg, SC, 29006, Lexington County, SC, United States First Citizens Bank Full time

    Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...

  • Licensed Financial Services Representative

    4 weeks ago

    Blythewood, SC, 29016, Richland County, SC, United States First Citizens Bank Full time

    Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...

  • Senior Financial Services Representative

    4 weeks ago

    Blythewood, SC, 29016, Richland County, SC, United States First Citizens Bank Full time

    Overview: A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real...

  • Financial Services Representative

    4 weeks ago

    West Columbia, SC, 29169, Lexington County, SC, United States First Citizens Bank Full time

    Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured);...

  • Service Manager

    4 weeks ago

    Bishopville, SC, 29010, Lee County, SC, 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 Service Manager at First...

  • Bank Sales and Service Representative

    4 weeks ago

    Mount Pleasant, SC, 29464, Charleston County, SC, United States First Citizens Bank Full time

    Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a...

  • Premier Relationship Banker II

    4 weeks ago

    Hopkins, SC, 29061, Richland County, SC, United States First Citizens Bank Full time

    Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning...

  • Senior Operations Services Supervisor

    2 weeks ago

    Mount Pleasant, SC, 29466, Berkeley County, SC, United States First Citizens Bank Full time

    Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference. As a Senior Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of multiple branches and managing the teams of service line associates. Processes teller transactions and other customer service...

  • Commercial Banker II

    4 weeks ago

    Charleston, SC, 29401, Charleston County, SC, United States First Citizens Bank Full time

    Overview: Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.Commercial...

  • Hospice Liaison

    2 months ago

    Conway, SC, 29528, Horry County, SC, United States Agape Care Group Full time

    Overview: Become an Account Executive with Agape Care GroupDo you have a knack for coordinating, organizing, and making connections? Are you ready to make a difference in the lives of others and in the community? We are looking for Account Executives to join our team who are committed to serving our patients with compassion and integrity. As an Account...

  • Account Executive

    2 months ago

    Columbia, SC, 29221, Richland County, SC, United States Agape Care Group Full time

    Overview: Join our team as a Hospice Account ExecutiveDo you have a knack for coordinating, organizing, and making connections? Are you ready to make a difference in the lives of others and in the community? We are looking for Hospice Liaisons or Account Executives who are committed to serving our patients with compassion and integrity. As a hospice...

  • Team Coordinator Weekends

    4 weeks ago

    Charleston, SC, 29406, Charleston County, SC, United States Agape Care Group Full time

    Overview: Join Our Team as a Team CoordinatorAre you a leader committed to creating meaningful patient experiences? Do you have strong organizational and people skills? We are looking for a team coordinator ready to lead and serve. As a team coordinator, you will be responsible for answering all incoming calls, processing daily workflow, assignment of...

  • Certified Child Life Specialist

    1 month ago

    Columbia, SC, 29204, Richland County, SC, United States Agape Care Group Full time

    Overview: At Agape Care Group, Hands of Hope is our pediatric care program, which offers palliative and concurrent care for any child managing a life-limiting illness. Our care is provided by the only nationally board-certified interdisciplinary pediatric team in South Carolina. Through our compassionate care model, Hands of Hope provides support for the...

  • PCU Clinical Nurse Coordinator RN

    1 week ago

    Summerville, SC, 29485, Dorchester County, SC, United States Summerville Medical Center Part time

    Description IntroductionAre you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a(an) PCU Clinical Nurse Coordinator RN today with Summerville Medical Center.BenefitsSummerville Medical Center, offers a total rewards package that...

  • Clinical Nurse Coordinator RN Oncology

    2 weeks ago

    Charleston, SC, 29406, Charleston County, SC, United States Trident Medical Center Part time

    Description Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Clinical Nurse Coordinator with Trident Medical Center you can be a part of an organization that is devoted to giving back!BenefitsTrident Medical Center, offers a total rewards package that supports the health, life, career and retirement...

  • Nurse Practitioner

    2 weeks ago

    Smyrna, SC, 29743, Cherokee County, SC, United States Agape Care Group Full time

    Overview: Become a Hospice and Palliative Care Nurse Practitioner with Agape Care GroupDo you value the time you spend with patients? Are you committed to providing quality, compassionate care? We are looking for nurse practitioners to join our team who are committed to creating meaningful patient experiences. As a hospice and palliative care nurse...

  • Clinical Supervisor

    1 month ago

    Florence, SC, 29505, Florence County, SC, United States Agape Care Group Full time

    Overview: Join Our Team as an RN Clinical SupervisorWe are looking for impeccable leaders to join our team who are committed to creating meaningful patient experiences. As a clinical supervisor, you'll manage the coordination, supervision, and implementation of professional and supportive services for our hospice patients in a safe, cost-effective...

  • Clinical Nurse Coordinator

    1 week ago

    Walterboro, SC, 29488, Colleton County, SC, United States Colleton Medical Center Part time

    Description Are you looking for a place to deliver excellent care patients deserve? At Colleton Medical Center we support our colleagues in their positions. Join our Team as a(an) Clinical Nurse Coordinator and access programs to assist with every stage of your career.BenefitsColleton Medical Center, offers a total rewards package that supports the health,...

  • NVICU Registered Nurse

    2 weeks ago

    Charleston, SC, 29406, Charleston County, SC, United States Trident Medical Center Part time

    Description IntroductionTrident Medical Center is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centered care? Join our team as a Neuro Surgical ICU RN in one of the most beloved cities in Charleston, South Carolina. BenefitsTrident Medical Center offers a total rewards...

  • Clinical Nurse Coordinator

    1 week ago

    Walterboro, SC, 29488, Colleton County, SC, United States Colleton Medical Center Part time

    Description Are you looking for a place to deliver excellent care patients deserve? At Colleton Medical Center we support our colleagues in their positions. Join our Team as a Clinical Nurse Coordinator and access programs to assist with every stage of your career.BenefitsColleton Medical Center, offers a total rewards package that supports the health,...