Financial Sales Manager (Branch Manager)

MedStar Health; Wilson (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

A leading financial institution seeks a Financial Sales Manager to oversee branch operations and drive sales efforts. The role entails managing a team, engaging with customers, and achieving financial goals. Candidates must possess a Bachelor's Degree or significant relevant experience, demonstrating strong financial expertise and leadership skills.

Qualifications

• Bachelor's Degree and 2 years of experience in Sales or related fields required.
• High School Diploma or GED and 6 years of experience also accepted.
• Valid driver's license required for frequent travel.

Responsibilities

• Achieve individual and team financial objectives through proactive customer engagement.
• Manage team performance, providing coaching to ensure operational soundness.
• Comply with all regulations and bank policies to manage risk effectively.

Skills

Financial literacy

Financial analysis

Business development

Networking

Sales process application

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners.

**This position may be filled as a Financial Sales Manager I or II based on the skills and experience of the selected candidate.

Responsibilities

Sales -

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.

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.

Service Standards -

Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.

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.

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. Required, In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role. Required, Must complete federal registration and annual renewal as required by the SAFE Act. RequiredSkill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process

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.