Financial Sales Manager I (Financial Sales Manager)
Company: First Citizens Bank
Location: Roanoke
Posted on: October 5, 2024
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Job Description:
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 Financial Sales Manager at First Citizens Bank, you will manage
sales efforts and associates in a branch location and oversee
branch operations, with the support of an operations specialist.
This role engages in outbound calling activities to generate new
business opportunities and drives accountability for proactive
customer outreach with the branch sales team. You will leverage
your team and your own expertise in consumer and small business
financial needs. This position establishes banking relationships,
extends credit and identifies referrals for specialty partners. - -
Responsibilities: Sales -Achieve individual and/or team financial,
production and relationship results relative to the specific
metrics and goals assigned. Engage with customers, prospects and
referral sources through proactive outreach. Represent the Bank in
the community for the purpose of generating additional business and
identifying potential CRA opportunities for the Bank. -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. -Service
Standards -Foster collaborative partnerships that deliver value for
customers, prospects and colleagues. Initiate conversation to
uncover sales or referral opportunities. -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. Qualifications: Bachelor's Degree and 2 years of
experience in Sales, customer service, or lending, or financial
services sales, including supervisory OR High School Diploma or GED
and 6 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, In cases where licensing is
required, associates must complete the bank sponsored licensing
program within 12 months of entering the role. Required, Must
complete federal registration and annual renewal as required by the
SAFE Act. -Required Skill(s): Providing financial guidance and
expertise, Financial literacy, Financial analysis, Knowledge of
retail banking products and services, Business development,
Networking and building centers of influence, Application of a
structured sales process -First Citizens benefits programs are
designed to meet our associates where they are in life. Full-time
associates (20+ hours) are offered a comprehensive benefits
program, with customized offerings, including those designed to
support families, however defined. More information regarding our
benefits offerings can be found here:
https://jobs.firstcitizens.com/benefits.
Keywords: First Citizens Bank, Burlington , Financial Sales Manager I (Financial Sales Manager), Sales , Roanoke, North Carolina
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