Boutique Bank Sales Manager - Lead Growth & Guidance

First Citizens; Coral Gables (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead outbound business development from a boutique branch, partnering with bankers to provide guidance on business deposits and related services, while overseeing sales and operations with an operations specialist.

You will manage a small team, drive results through proactive outreach to customers and referral sources, and ensure compliance with bank policies and regulatory requirements.

Qualifications

• Bachelor's Degree and 4+ years in sales, customer service or lending, including supervisory responsibilities.
• Alternate: High School Diploma or GED with 8+ years in related roles including supervisory duties.
• Valid driver's license required; frequent driving to offices and customers.

Responsibilities

• Lead a team, manage performance and personnel functions to deliver results for the bank and customers.
• Engage customers, prospects and referrals; drive outbound sales to generate new opportunities.
• Represent the bank at community events to expand business and CRA opportunities.
• Ensure compliance with regulations and bank policies while managing operations and risk.
• Apply a structured sales process and provide financial guidance and expertise.

Skills

Team management

Sales

Service standards

Operations and administration

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Business banking products

Business development

Networking

Education

Bachelor's Degree + 4 years experience or High School Diploma + 8 years experience

Job description

First Citizens Bank is seeking a Financial Sales Manager to lead outbound business development from a boutique branch, partnering with bankers to provide guidance on business deposits and related services, while overseeing sales and operations with an operations specialist.

You will manage a small team, drive results through proactive outreach to customers and referral sources, and ensure compliance with bank policies and regulatory requirements.