Branch Manager (New Business Development)

First Citizens Bank; Redondo Beach (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

First Citizens Bank seeks a Financial Sales Manager in California to lead outbound sales for new business, collaborate with bankers on deposits and services, and oversee a boutique branch team with administrative support. The role emphasizes sales leadership and community engagement.

The ideal candidate will have 2+ years in sales or lending with supervisory experience, a valid driver's license, and a drive to build customer relationships while meeting financial goals.

Qualifications

• Bachelor's Degree or equivalent with supervisory experience in sales or financial services.
• Valid driver's license; frequent travel to other offices/customers.

Responsibilities

• Manage team performance and personnel functions; coach and provide feedback.
• Achieve sales, production and relationship goals; engage customers, prospects and referral sources.
• Foster partnerships to deliver value; identify opportunities and coordinate with bank partners.
• Ensure regulatory compliance and efficient office operations.

Skills

Structured sales process

Financial guidance

Business banking products

Networking

Centers of influence

Education

Bachelor's degree

High School Diploma or GED

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 occur 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.
• Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Required 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.

Preferred Qualifications

• Understanding of retail banking products and services.
• Ability to network and build centers of influence.
• Business Development.
• Business Banking.
• Ability to identify, think through and solve problems accurately and efficiently.
• Treasury Management.
• Experience working with commercial clients.

Compensation

If hired in California, the base pay for this position is generally between $100,000 and $125,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits

First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be bound here: https://jobs.firstcitizens.com/benefits