Financial Sales Manager (Retail Bank Manager - External Business Development)

First Citizens; Coral Gables (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank is seeking a Financial Sales Manager to lead outbound business development from a boutique branch, partnering with bankers to provide guidance on business deposits and related services, while overseeing sales and operations with an operations specialist.

You will manage a small team, drive results through proactive outreach to customers and referral sources, and ensure compliance with bank policies and regulatory requirements.

Qualifications

• Bachelor's Degree and 4+ years in sales, customer service or lending, including supervisory responsibilities.
• Alternate: High School Diploma or GED with 8+ years in related roles including supervisory duties.
• Valid driver's license required; frequent driving to offices and customers.

Responsibilities

• Lead a team, manage performance and personnel functions to deliver results for the bank and customers.
• Engage customers, prospects and referrals; drive outbound sales to generate new opportunities.
• Represent the bank at community events to expand business and CRA opportunities.
• Ensure compliance with regulations and bank policies while managing operations and risk.
• Apply a structured sales process and provide financial guidance and expertise.

Skills

Team management

Sales

Service standards

Operations and administration

Structured sales process

Financial guidance

Financial literacy

Financial analysis

Business banking products

Business development

Networking

Education

Bachelor's Degree + 4 years experience or High School Diploma + 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:

• 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
• Preferred Education:
• Preferred Area of Study:
• Preferred Area of Experience:
• 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
• Preferred Licenses or Certifications:

Additional Information

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.

Required Skill(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

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.