Financial Sales Manager (Branch Manager)-Business Development

First Citizens; Town of Texas, Dallas (WI, TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Sales Manager to lead outbound sales initiatives and manage a dedicated team. In this role, you will engage with customers to develop business opportunities while ensuring compliance with banking regulations. Your leadership will drive performance and foster a collaborative environment that values customer relationships. This position offers a chance to make a significant impact in the community and contribute to the bank's success. If you are passionate about sales and customer service, this is an exciting opportunity to grow your career.

Qualifications

• Bachelor's degree with 4 years in sales or high school diploma with 8 years in sales.
• Must complete federal registration and annual renewal as required by the SAFE Act.

Responsibilities

• Lead outbound sales efforts to generate new business opportunities.
• Manage a team and oversee office operations to meet financial expectations.
• Comply with regulations and foster partnerships for customer value.

Skills

Sales Process Application

Financial Guidance

Financial Literacy

Financial Analysis

Business Development

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.

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.