Financial Sales Manager (Branch Sales Manager)

First Citizens; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead a boutique branch team and drive outbound business development. You’ll coach staff, manage performance metrics and collaborate with bankers to grow deposits and related services.

The role emphasizes proactive outreach to customers and referral sources, adherence to banking regulations, and delivering value through trusted financial guidance in a community-focused setting.

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 with 8 years of experience in Sales, customer service, or lending, including supervisory.

Responsibilities

• Lead a team and manage performance, coaching and accountability to deliver customer value and financial targets.
• Engage customers, prospects and referral sources via proactive outreach to generate new business.
• Develop partnerships with bank partners and manage relationships to meet CRA and community goals.
• Oversee operations and administration ensuring regulatory compliance and accuracy in deposits.

Skills

Team management

Sales

Financial guidance

Customer service

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 & Qualifications

Duties & Responsibilities:

• Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team


• Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.


• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.


• Operations and Administration - 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.


• Position Specific Skills:

• 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

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

Preferred Qualifications

• Business Development Experience


• Business Banking experience


• Knowledge of business banking products- including Treasury Management, Merchant Services, and Lending

Required Licenses or Certifications

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

Additional Information

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.