Branch Banking Sales Leader

First Citizens Bank; Beaufort (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead sales efforts and manage branch operations with support from an operations specialist. This role focuses on outbound outreach, developing opportunities, and driving referrals with the branch team to meet banking objectives.

The position may be filled as Financial Sales Manager I or II based on skills and experience, requiring strong team leadership, regulatory compliance, and a customer-centric sales approach in a community banking

Qualifications

• Bachelor's degree and 2 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory.
• High School Diploma or GED/Equivalent and 6 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory.

Responsibilities

• 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.
• 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.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues; identify sales or referral opportunities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and authorities; manage risk related to credit, transactions and operational activities.

Skills

Providing financial guidance

Financial literacy

Financial analysis

Retail banking products

Business development

Networking

Structured sales process

Sales management

Performance coaching

Written & verbal communication

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Financial Sales Manager to lead sales efforts and manage branch operations with support from an operations specialist. This role focuses on outbound outreach, developing opportunities, and driving referrals with the branch team to meet banking objectives.

The position may be filled as Financial Sales Manager I or II based on skills and experience, requiring strong team leadership, regulatory compliance, and a customer-centric sales approach in a community banking