Financial Sales Manager (Branch Manager)

First Citizens Bank; Youngsville (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead a branch team, drive sales and customer service excellence, and oversee branch operations with an operations specialist. This role focuses on outbound outreach, relationship building with customers and referral partners, and achieving financial targets for the branch.

The position requires coordinating with bank partners, providing financial guidance, and maintaining compliance.

Qualifications

• Bachelor's degree or higher in a related field with supervisory experience or 6+ years in sales/financial services.
• Bachelor's degree or GED+8 years' supervisory experience also acceptable.

Responsibilities

• Lead team performance and manage branch sales and operations.
• Drive outbound sales activities to generate new business opportunities.
• Develop relationships with customers and referral sources; partner with bank specialists.
• Ensure compliance with regulations and bank policies; manage deposits and transactions.

Skills

Financial guidance

Financial literacy

Financial analysis

Retail banking products

Business development

Networking

Structured sales process

Sales management

Performance coaching

Communication (Written and Verbal)

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 & Qualifications

• 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

• 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
• Sales management and leadership
• Performance Coaching
• Communication (Written and Verbal)

Qualifications

Financial Sales Manager I Qualifications: Bachelor's Degree and 2 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED/Equivalent and 6 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory

Financial Sales Manager II Qualifications: Bachelor's Degree and 4 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory

Preferred Qualifications

• Business Banking experience
• Knowledge of business banking products- including Treasury Management, Merchant Services, and Lending

Required Licenses or Certifications: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role. Must complete federal registration and annual renewal as required by the SAFE Act. Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

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.