Financial Sales Manager (Branch Manager)-Business Development

First Citizens Bank; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Sales Manager to lead business development efforts in a dynamic branch environment. This role emphasizes outbound calling to generate new business opportunities while managing a team to achieve sales goals. The ideal candidate will possess strong financial knowledge and relationship-building skills, ensuring compliance with regulations while fostering valuable partnerships. If you are passionate about making a difference in your community and have a knack for sales and team management, this opportunity is perfect for you!

Qualifications

• 4 years of experience in sales, customer service, or financial services.
• Supervisory experience is a plus.

Responsibilities

• Drive sales through individual and team goals, developing relationships.
• Manage performance and personnel functions, supporting associate development.

Skills

Structured sales process application

Financial guidance

Financial literacy

Business banking products knowledge

Business development

Networking

Relationship building

Education

Bachelor's Degree

High School Diploma/GED

Job description

Financial Sales Manager (Branch Manager)-Business Development

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Financial Sales Manager (Branch Manager)-Business Development

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

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 focus on outbound calling activities to generate new business opportunities. You may 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 branch location, overseeing office operations with support from an operations specialist.

Responsibilities

• Drive sales through individual and team goals, developing relationships with centers of influence, prospects, and referral sources.
• Engage proactively with customers and prospects to generate new business and CRA opportunities.

Team Management

• Manage performance and personnel functions, supporting associate development through coaching and mentoring.

Service/Operations Standards

• Ensure compliance with regulations, policies, and procedures to manage risks related to credit, operational, reputational, regulatory, and legal aspects.
• Foster partnerships that deliver value for customers, prospects, and colleagues, and initiate conversations to uncover sales or referral opportunities.

Qualifications

Bachelor's Degree with 4 years of experience in sales, customer service, lending, or financial services sales, including supervisory experience, OR a High School Diploma/GED with 8 years of relevant experience.

License or Certification: Must complete federal registration and renewal as required by the SAFE Act. Must possess a valid driver's license for frequent travel.

Required Skills: Structured sales process application, financial guidance, financial literacy, business banking products knowledge, business development, networking, and relationship building.

Preferred Qualifications

• Understanding of retail banking products and services.
• Ability to network and build centers of influence.
• Problem-solving skills.

Benefits are part of the total rewards package. More information is available at https://jobs.firstcitizens.com/benefits.