Manager Branch Sales

First Citizens

Boston (MA)

On-site

USD 193,000 - 220,000

Full time

7 days ago
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Job summary

First Citizens Bank in Boston, MA seeks a sales leader to manage sales across multiple branches and drive growth in deposits and revenue. You will coach staff, coordinate with branch partners, and oversee outbound calls to generate new business while ensuring compliance and excellent service. Travel to other offices as needed.

This role emphasizes relationship development, CRA opportunities, and community engagement to expand the bank's footprint.

Qualifications

  • Experience leading sales teams and achieving deposits growth.
  • Knowledge of business deposit and cash management solutions.
  • Proven ability to develop new business and expand relationships.
  • Strong networking and community engagement skills.

Responsibilities

  • Lead a sales team across multiple branches and meet growth targets.
  • Coach associates and drive accountability for sales performance.
  • Engage in outbound calling to generate new business opportunities.
  • Collaborate with branch partners and back office to deliver value.

Skills

Team Management
Sales
Service Standards
Operations and Administration
Structured sales process
Deposit & cash mgmt solutions
Business development
Networking & centers of influence

Education

Bachelor's Degree + 6 years experience
High School Diploma or GED + 10 years experience

Job description

Overview

This position manages sales for multiple branches target markets. Implements and manages staffing and sales activity plans to meet business deposit and revenue growth goals. Drives accountability to the acquisition, expansion and retention of banking relationships within assigned branches. Coaches associates to improve or enhance sales performance. Engages in outbound calling activities to generate new business opportunities. This position oversees the productive collaboration between sales associates, branch partners, and back office support groups.

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
  • Knowledge of business deposit and cash management solutions
  • Business development
  • Networking and building centers of influence

Qualifications:

Minimum Required Education and Experience: Bachelor's Degree and 6 years' experience OR High School Diploma or GED/Equivalent and 10 years' experience in Sales, consumer or business lending

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

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.

$The base pay for this position is generally between $193,000- $220,000 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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