Financial Sales Manager (Branch Manager)-Business Development

MedStar Health; Lake Oswego (OR); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading company is seeking a Financial Sales Manager to oversee a boutique branch location. This role focuses on business development through outbound sales efforts, team management, and maintaining operational standards. Ideal candidates have extensive experience in financial services and a strong understanding of banking products.

Qualifications

• Minimum 4 years experience in financial services with supervisory role.
• Understanding of retail banking products and services.
• Ability to network and build centers of influence.

Responsibilities

• Lead outbound calling activities to generate new business.
• Manage performance and personnel functions for a team.
• Ensure compliance with banks' policies and regulations.

Skills

Business Development

Networking

Problem Solving

Education

Bachelor 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

Outbound Sales/Business Development:

Production driven leadership role with individual and team sales goals

Developing COIs, leveraging business relationships

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, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank

Supports associate development and achievement of results through ongoing coaching and mentoring

Service/Operations Standards:

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.

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

Qualifications

Bachelor degree with a minimum of 4 years experience in a sales, customer service, lending or financial services role, including supervisory experience.

- Or -

High school diploma or GED with a minimum of 8 years experience in a sales, customer service, lending or financial services role, including supervisory experience.

Additional Requirements:

Must complete federal registration and annual renewal as required by the SAFE Act.

Other Preferred Qualifications:

Understanding of retail banking products and services.

Ability to network and build centers of influence.

Business Development

Ability to identify, think through and solve problems accurately and efficiently.

Treasury Management

First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be bound here: https://jobs.firstcitizens.com/benefits

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