Service Manager (Licensed Branch Manager)

First Citizens; Asheville (NC); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

First Citizens Bank in Asheville, NC seeks a Service Manager to lead branch operations, drive sales and service excellence, and manage a team of sales and service representatives. The role includes opening deposit accounts, coordinating lending, and identifying referrals for specialty partners.

The ideal candidate will oversee customer outreach, ensure compliance with regulations, and deliver quality financial guidance while supporting community engagement. Licenses and driving are required.

Competenze

• Bachelor's degree + 2+ years in financial services, sales, or bank operations, or a GED with 6+ years in those areas.
• Valid driver's license; frequent driving to other offices and customers.
• Must obtain Series 6 or 7, 63 and state life insurance licenses within 12 months of hire.

Mansioni

• Team management: lead a branch team, manage performance, coaching and development.
• Sales: achieve branch financial, production and relationship targets through community outreach.
• Service standards: build partnerships to deliver value and address customer needs.
• Operations and administration: ensure regulatory compliance, safety, and process efficiency.

Conoscenze

Structured sales process

Financial guidance

Financial literacy

Retail banking products

Operations management

Branch operations

Performance coaching

Sales leadership

Formazione

Bachelor's Degree + 2+ yrs experience

High School Diploma or GED + 6+ yrs experience

Descrizione del lavoro

Overview

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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 Service Manager at First Citizens Bank, you will be responsible for the overall management and leadership in a branch. You will oversee the branch operations with the support from an operations specialist. You will manage a staff of sales and service representatives. Manage banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services, lending and identifies referrals for specialty partners. This role supports the fulfillment of certain consumer investment needs.

At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.

This position can be filled as licensed or non-licensed.

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
• Knowledge of retail banking products and services
• Operations management
• Branch Banking Operations
• Performance coaching
• Sales management and leadership

Qualifications:

Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Financial services, sales or bank operations

Preferred Area of Experience: 2 years in a leadership role

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.; Must have or obtain Series 6 or 7, 63 and state specific life insurance licenses within 12 months of hire.

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.