Financial Sales Manager – Banking & Community Growth

First Citizens Bank; Summerville (SC); On-site; USD 85,000 - 120,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead branch sales efforts, oversee operations with an operations specialist, and drive proactive customer outreach. The role emphasizes consumer and small business financial needs, relationship building, and referrals to specialty partners.

The position supports a team with performance coaching, regulatory compliance, and community engagement to deliver value for customers and the bank. Licensing options are available.

Qualifications

• Bachelor’s degree and 6+ years of experience in sales, customer service, or lending, or financial services sales, including supervisory.
• High school diploma or GED with 10 years of experience in sales, customer service, lending or financial services, including supervisory.
• Must complete federal SAFE Act registration and annual renewal; valid driver’s license required.

Responsibilities

• Lead team performance and personnel functions; coach for development and results.
• Drive sales and production targets; engage customers, prospects and referrals.
• Foster service standards and community engagement to create value.
• Manage risk, compliance and administrative duties; ensure operational efficiency.

Skills

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Retail banking products

Business development

Networking

LOB products & services

Sales management

Performance coaching

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank is seeking a Financial Sales Manager to lead branch sales efforts, oversee operations with an operations specialist, and drive proactive customer outreach. The role emphasizes consumer and small business financial needs, relationship building, and referrals to specialty partners.

The position supports a team with performance coaching, regulatory compliance, and community engagement to deliver value for customers and the bank. Licensing options are available.