Financial Sales Manager II Target

First Citizens Bank; Reno (NV); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits program

Job summary

First Citizens Bank in Reno, Nevada is looking for a Financial Sales Manager to lead outbound sales activities and manage a boutique business branch. The role involves team management, achieving financial goals, and ensuring operational compliance.

The ideal candidate will have a Bachelor’s Degree and at least 2 years of experience or equivalent experience in sales or financial services. Strong financial literacy and a structured sales process application are essential.

Join a team dedicated to making a difference in the community, with competitive benefits to support our associates.

Qualifications

• Bachelor’s Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
• High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
• Must possess a valid driver’s license.

Responsibilities

• Manage performance and personnel functions for a team to deliver results.
• Achieve individual and/or team financial, production, and relationship results.
• Foster collaborative partnerships that deliver value for customers.
• Comply with all regulations and manage risk associated with customer transactions.

Skills

Application of a structured sales process

Providing financial guidance and expertise

Financial literacy

Financial analysis

Knowledge of business banking products and services

Business development

Networking and Building centers of influence

Education

Bachelor’s Degree (or High School Diploma/GED with additional experience)

Job description

Overview At First Citizens Bank, together we become better. 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 your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.

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. 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.
• Sales – Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represent the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Service Standards – Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

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 supervisory.

License or Certification Type: Must possess a valid driver’s license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and Building centers of influence.

Preferred Qualifications

• 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.
• Treasury Management Knowledge.

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.