Branch Financial Sales Leader

First Citizens; Beaufort (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead sales efforts and supervise associates at a branch location, with responsibility for branch operations under the guidance of an operations specialist.

The role emphasizes outbound calling, proactive customer outreach, and building banking relationships while ensuring compliance and delivering value to customers and the community.

Qualifications

• Bachelor's Degree and 2 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED/Equivalent and 6 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory
• Experience in managing branch operations and driving sales performance
• Knowledge of retail banking products and services and ability to cross-sell to customers

Responsibilities

• Manage performance and personnel functions for a sales team within a branch
• Drive sales results and customer outreach through proactive outreach and community involvement
• Foster partnerships with bank partners and manage operational risk and compliance
• Oversee branch operations, including deposits and customer transactions, with support of an operations specialist

Skills

Team management

Sales

Customer service

Relationship building

Financial analysis

Communication

Coaching

Retail banking knowledge

Education

Bachelor's Degree (required)

High School Diploma or GED

Job description

First Citizens Bank is seeking a Financial Sales Manager to lead sales efforts and supervise associates at a branch location, with responsibility for branch operations under the guidance of an operations specialist.

The role emphasizes outbound calling, proactive customer outreach, and building banking relationships while ensuring compliance and delivering value to customers and the community.