Financial Sales Manager Community (Branch Manager)

First Citizens Bank; Jasper (GA); Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive benefits

Zusammenfassung

First Citizens Bank is seeking a Branch Sales Manager to lead a branch team in Jasper, GA, driving outbound sales, building banking relationships and extending credit with referrals to partners. You will oversee branch operations with support from an operations specialist, and you will engage in proactive customer outreach with the sales team.

You will manage performance, coach staff, and collaborate with bank partners to meet financial goals while ensuring service standards and regulatory

Qualifikationen

• Bachelor's Degree with 4 years' experience or High School Diploma/GED with 8 years in sales, customer service, or lending, or financial services sales, including supervisory responsibilities.

Aufgaben

• Team Management: manage performance and personnel functions for a branch sales team and coordinate with an operations specialist.
• Sales: achieve financial, production and relationship targets; engage customers, prospects and referral sources; participate in community events to generate business.
• Service Standards: build partnerships to deliver value; identify and address customer needs; coach and support associates.
• Operations and Administration: comply with regulations and bank policies; ensure risk controls and accurate transactions; perform general office duties.
• Position Specific Skills: apply structured sales process, provide financial guidance, demonstrate product knowledge and analytical skills.
• Branch Banking Operations: oversee LOB products, services and acumen; manage branch operations and line of business activities.
• Sales Management and Leadership: drive accountability and performance through coaching and feedback.

Kenntnisse

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Business development

Networking

Customer outreach

Ausbildung

Bachelor's degree

High school diploma or GED

Jobbeschreibung

Overview

This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. Leveraging their team and their own expertise in consumer and small business financial needs, this position establishes banking relationships, extends credit and identifies referrals for specialty partners.

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 retail banking products and services
Business development
Networking and building centers of influence

Branch Banking Operations

Line of Business (LOB) Products, Servcies, & Acumen

Sales Management and Leadership

Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory
Required Licenses or Certifications: Must complete federal registration and annual renewal as required by the SAFE Act.;Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required

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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 benefits.