Financial Sales Manager-Branch Manager/Business Development

First Citizens Bank; Santa Fe (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

First Citizens Bank seeks a Financial Sales Manager in Santa Fe, NM. The role emphasizes outbound sales, team leadership, and business development within a boutique setting, aiming to positively impact community engagement. Ideal candidates will possess strong sales skills, experience in financial services, and a commitment to regulatory compliance.

Benefits

Comprehensive benefits program for full-time associates

Support programs for families

Qualifications

• 4 years experience in Sales or financial services with supervisory responsibilities is required.
• Must possess a valid driver's license and meet SAFE Act requirements.

Responsibilities

• Manage individual and team sales goals, fostering business relationships.
• Ensure compliance with bank policies while overseeing team performance.

Skills

Sales

Customer Service

Business Development

Financial Literacy

Networking

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.

Required Skill(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.

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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