Financial Sales Manager (Business Development)

First Citizens; Tucson, Oro Valley (AZ, AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

First Citizens Bank in Tucson, AZ seeks a Financial Sales Manager to lead outbound sales and manage a boutique branch team.

You will partner with bankers to provide expertise on business deposits, drive new opportunities, ensure service excellence, and maintain compliant office operations. The role emphasizes community involvement and achieving financial targets.

Qualifications

• Bachelor's Degree with 4 years in Sales, Customer Service or Lending (or Financial Services sales) including supervisory experience.
• High School Diploma with 8 years in Sales, Customer Service or Lending including supervisory responsibilities.

Responsibilities

• Manage performance and personnel functions for a team to deliver value for customers and meet bank financial targets.
• Achieve individual and team financial, production and relationship results through proactive outreach and community engagement.
• Represent the bank in the community to generate business and CRA opportunities and partnerships.
• Ensure compliance with regulations, bank policies and risk management in personal interactions and transactions.

Skills

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Business banking products

Business development

Networking / centers of influence

Education

Bachelor's degree with 4 years' experience

High School Diploma / GED with 8 years' experience

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

License or Certification Type: 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 Knowledge

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. - IO

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. #LI-AM3