Financial Sales Manager Community (Branch Manager)

First Citizens; Ruden (GA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits program

Job summary

First Citizens Bank seeks a Branch Manager in Georgia to lead sales efforts and branch operations, supported by an operations specialist. You will engage in outbound calling to generate new business, build banking relationships, extend credit, and identify referrals for specialty partners.

You will manage a team, drive sales targets, ensure regulatory compliance, and collaborate with bank partners to deliver value to customers and the community.

Qualifications

• Minimum Education: 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.

Responsibilities

• Team Management: lead performance and personnel functions for a team and coach to achieve results.
• Sales: meet financial, production and relationship targets and generate new business.
• Service Standards: build collaborative partnerships and address customer needs proactively.
• Operations and Administration: comply with regulations and bank policies to manage risk and maintain efficiency.

Skills

Sales leadership

Financial guidance

Retail banking products

Business development

Networking

Financial analysis

Customer service

Education

Bachelor's degree + 4 yrs exp

High School Diploma/GED + 8 yrs exp

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

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.

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