Financial Sales Manager (Branch Manager)-Business Development

MedStar Health; San Jose (CA); On-site; USD 87,000 - 116,000; Full time

Job summary

Une entreprise bancaire recherche un Financial Sales Manager pour diriger les efforts commerciaux dans une succursale. Ce rôle implique la gestion d'une équipe, le développement commercial et l'engagement avec les clients pour identifier des opportunités. Le candidat idéal aura une expérience significative en ventes et une connaissance des produits bancaires pour assurer la croissance et la satisfaction des clients.

Qualifications

• 4 ans d'expérience en ventes ou services financiers, ou 8 ans avec GED.
• Connaissance des produits de banque commerciale est un plus.
• Doit posséder un permis de conduire valide.

Responsibilities

• Gestion des performances et développement de l'équipe.
• Développement commercial et gestion des relations clients.
• Conformité aux réglementations et normes de service.

Skills

Application of a structured sales process

Business development

Financial literacy

Networking

Problem-solving

Education

Bachelor's 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's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory

License or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act.

Required, Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

RequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of business banking products and services, business development, networking and building centers of influence.

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

If hired in California, the base pay for this position is generally between $87,000 and $116,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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."

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