Financial Sales Manager (Branch Manager)

First Citizens Bank; Wilson (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Join a leading bank as a Financial Sales Manager, where you will oversee branch operations and lead sales initiatives. You will drive business growth through customer relationship management and team leadership. With a focus on providing tailored financial solutions and ensuring compliance, this role is key to the bank's success in the community. A Bachelor's degree and relevant experience are essential for this dynamic position.

Qualifications

• 2 years in sales, customer service, lending, or financial services with supervisory experience.
• 6 years of relevant experience if holding a High School Diploma or GED.
• Must possess a valid driver's license.

Responsibilities

• Manage sales efforts and branches, overseeing operations with support.
• Achieve financial, production, and relationship goals through proactive outreach.
• Ensure compliance with regulations and manage operational risks.

Skills

Financial guidance

Financial literacy

Business development

Networking

Analytical skills

Sales process application

Education

Bachelor's Degree

High School Diploma or GED

Job description

Financial Sales Manager (Branch Manager)

Join to apply for the Financial Sales Manager (Branch Manager) role at First Citizens Bank.

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 support from an operations specialist. This role involves outbound calling to generate new business opportunities, proactive customer outreach, and leveraging your expertise in consumer and small business financial needs. You will establish banking relationships, extend credit, and identify 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 candidate.

Responsibilities

• Sales: Achieve individual and team financial, production, and relationship goals. Engage with customers, prospects, and referral sources through proactive outreach. Represent the bank in the community to generate business and identify CRA opportunities.
• Team Management: Manage performance and personnel functions, ensure operational soundness, and deliver results. Provide coaching and leverage bank partners and managers for support.
• Service Standards: Foster partnerships that deliver value. Initiate conversations to uncover sales or referral opportunities.
• Operations and Administration: Comply with regulations, policies, and procedures to manage risk related to credit, operational, reputational, regulatory, and legal aspects.

Qualifications

Bachelor's Degree with 2 years of experience in sales, customer service, lending, or financial services sales including supervisory experience, OR a High School Diploma or GED with 6 years of relevant experience.

License or Certification: Must possess a valid driver's license. The role requires frequent driving; a bank car is not provided. Complete bank-sponsored licensing and federal registration as per the SAFE Act within specified timelines.

Skills include providing financial guidance, financial literacy, analysis, retail banking products, business development, networking, and applying structured sales processes.

Additional Information

Benefits are part of total rewards. More details at https://jobs.firstcitizens.com/benefits.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Banking and Financial Services

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