Financial Sales Manager Community (Branch Manager)

First Citizens; Mullins (SC); On-site; USD 55,000 - 85,000; Full time

Job summary

First Citizens Bank in Mullins, SC seeks a Branch Leader to manage a team, drive sales, and oversee daily branch operations. You will guide outbound outreach, cultivate customer relationships, and coordinate with partners to grow deposits and lending opportunities.

The role emphasizes coaching, compliance, and delivering excellent service standards while supporting bank growth in the community.

Qualifications

• Bachelor's Degree and 4 years' experience in Sales, customer service, or lending, or financial services sales, including supervisor
• High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisor

Responsibilities

• Lead and coach a branch team to meet financial targets and customer outcomes.
• Drive outbound outreach, generate new business and referrals for partners.
• Foster partnerships to deliver value for customers and colleagues.
• Ensure compliance, training, and efficient branch operations.

Skills

Team management

Sales

Service standards

Operations & admin

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Retail banking

Business development

Networking

LOB products

Performance coaching

Communication

Education

Bachelor's Degree

4+ years in sales/financial services

Job description

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
• Line of Business (LOB) Prodcuts, Services & Acumen
• Performance Coaching
• Communication (Written and verbal)

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 supervisor

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 https://jobs.firstcitizens.com/benefits.