Financial Sales Manager (Branch Manager)-Business Development

First Citizens Bank; Lake Oswego (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

First Citizens Bank seeks a Financial Sales Manager to drive business development through outbound sales and team management in Lake Oswego, Oregon. This role requires a strong background in sales and customer service, aiming to foster community relationships and achieve team goals within a boutique banking environment.

Benefits

Comprehensive benefits programs tailored to associates' needs

Qualifications

• At least 4 years of experience in sales, customer service, or financial services, including supervisory experience.
• Understanding of retail banking products and services is preferred.

Responsibilities

• Lead outbound sales efforts and develop business relationships.
• Manage team performance and support associate development.
• Ensure compliance with regulations and service standards.

Skills

Sales

Customer Service

Team Management

Problem Solving

Education

Bachelor’s degree

High school diploma or GED

Job description

Financial Sales Manager (Branch Manager)-Business Development

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, your primary focus will be on outbound calling activities to generate new business opportunities. You may partner with a business or commercial banker to provide expertise on business deposits and related services. You will manage sales efforts and oversee office operations with the support of an operations specialist in a boutique branch location.

Responsibilities

• Outbound Sales/Business Development: Lead with individual and team sales goals, develop COIs, leverage business relationships, engage proactively with customers, prospects, and referral sources, represent the bank in the community, and identify CRA opportunities.
• Team Management: Manage team performance, support associate development through coaching and mentoring, and ensure results meet customer and bank expectations.
• Service/Operations Standards: Comply with regulations, policies, and procedures to manage risks, foster partnerships, and initiate conversations for sales and referrals.

Qualifications

• Bachelor’s degree with at least 4 years of experience in sales, customer service, lending, or financial services, including supervisory experience.
• Or high school diploma or GED with a minimum of 8 years of relevant experience.

Additional Requirements

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

Preferred Qualifications

• Understanding of retail banking products and services.
• Ability to network and build centers of influence.
• Strong problem-solving skills and ability to identify opportunities.

First Citizens offers comprehensive benefits programs tailored to our associates' needs. More information can be found at https://jobs.firstcitizens.com/benefits.