Branch Manager, New Business Development & Growth

First Citizens; Mission Viejo (CA); On-site; USD 114,000 - 125,000; Full time

Benefits offered by this job

Bonuses

Benefits

Job summary

First Citizens Bank in Mission Viejo, CA is seeking a Financial Sales Manager to drive outbound prospecting and partner with bank colleagues to offer business deposits and related services. You will lead a boutique branch team, manage operations with support from an operations specialist, and help the bank expand its community presence.

The role emphasizes leadership, regulatory compliance, and a structured sales process aimed at delivering value to customers and the bank.

Qualifications

• Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of 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.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues.
• 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.

Skills

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Business banking products

Business development

Networking

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank in Mission Viejo, CA is seeking a Financial Sales Manager to drive outbound prospecting and partner with bank colleagues to offer business deposits and related services. You will lead a boutique branch team, manage operations with support from an operations specialist, and help the bank expand its community presence.

The role emphasizes leadership, regulatory compliance, and a structured sales process aimed at delivering value to customers and the bank.