Financial Sales Manager (Branch Sales Manager)

First Citizens Bank; California; On-site; USD 86,000 - 151,000; Full time

Job summary

First Citizens Bank is seeking a Financial Sales Manager to oversee branch operations and drive sales efforts. This role involves managing a team, engaging with customers, and ensuring compliance with banking regulations. The ideal candidate will have a strong background in sales and financial services, along with a commitment to community engagement.

Qualifications

• Minimum 4 years experience in sales, customer service, lending, or financial services with supervisory experience.
• Or 8 years experience with high school diploma/GED in similar roles.

Responsibilities

• Manage sales efforts and associates in a branch location.
• Achieve financial, production, and relationship results.
• Ensure compliance with regulations and bank policies.

Skills

Sales

Customer Service

Team Management

Communication

Bilingual (Spanish or Mandarin)

Education

Bachelor's degree

High school diploma or GED

Job description

Pay: Competitive

Employment type: Full-Time

Job Description

• Req#: 17714

Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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.

Position: As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. The role primarily engages in outbound calling activities to generate new business opportunities. You will work with small business clients to address their financial needs and identify and refer consumer sales opportunities to the appropriate bank partner.

Responsibilities

1. Sales: Achieve individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. 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.
2. 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.
3. Service Standards: Foster collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiate conversations to uncover sales or referral opportunities.
4. 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.

Compensation: The base pay for this position is relative to your experience, generally ranging from $86,580 to $150,072 per year. First Citizens offers a competitive, comprehensive benefits program, which you can review here: https://jobs.firstcitizens.com/benefits.

Qualifications

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

Other Preferred Qualifications:

• Understanding of retail banking products and services
• Experience managing a team
• Knowledge of Treasury Management products
• Experience selling wealth products
• Bilingual in Spanish or Mandarin

About the company

First Citizens commercial banking helps you find solutions, services, and products that fit your commercial business needs.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.