Financial Sales Manager (Branch Manager)

First Citizens Bank; Shavano Park (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager in a boutique branch setting. The role emphasizes outbound calling to generate new business opportunities and partnerships with bankers to leverage business deposits and services.

You’ll lead a team, manage office operations, and ensure regulatory compliance while delivering value to customers and the community. The position focuses on driving sales, service excellence, and collaboration with bank partners to meet financial targets and CRA

Qualifications

• Minimum education: Bachelor’s degree with 2+ years in Sales, customer service, or lending, or financial services sales with supervisory experience.
• Alternative: High School Diploma/GED with 6+ years in sales, customer service, or lending, or financial services sales, including supervisory duties.

Responsibilities

• Team management: oversee performance and personnel functions for a team; coach and develop associates.
• Sales: achieve individual/team financial, production and relationship goals; engage with customers and referral sources.
• Service standards: build partnerships and address customer needs; optimize performance with coaching and bank initiatives.
• Operations and administration: comply with regulations and policies; manage deposits and general office duties.

Skills

Structured sales process

Providing financial guidance

Financial literacy

Financial analysis

Business banking products & services

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 & Qualifications

Duties & 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, represents 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 way 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.

Position Specific Skills

• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Financial analysis
• Knowledge of business banking products and services

Qualifications

• Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory

Preferred Qualifications

• Business development
• Networking and building centers of influence

Additional Information

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.