First Citizens
Financial Sales Manager (Branch Manager/Business Development)
First Citizens, Frisco, Texas, United States, 75034
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 Outbound Sales/Business Development
Production driven leadership role with individual and team sales goals
Developing COIs, leveraging business relationships
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, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank
Supports associate development and achievement of results through ongoing coaching and mentoring
Service/Operations Standards
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
Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities
Qualifications 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 complete federal registration and annual renewal as required by the SAFE Act
Required: Must possess a valid driver’s license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided
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.
Preferred Qualifications
Understanding of retail banking products and services
Ability to network and build centers of influence
Business Development
Ability to identify, think through and solve problems accurately and efficiently
Treasury Management
Benefits 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.
#J-18808-Ljbffr
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 Outbound Sales/Business Development
Production driven leadership role with individual and team sales goals
Developing COIs, leveraging business relationships
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, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank
Supports associate development and achievement of results through ongoing coaching and mentoring
Service/Operations Standards
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
Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities
Qualifications 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 complete federal registration and annual renewal as required by the SAFE Act
Required: Must possess a valid driver’s license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided
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.
Preferred Qualifications
Understanding of retail banking products and services
Ability to network and build centers of influence
Business Development
Ability to identify, think through and solve problems accurately and efficiently
Treasury Management
Benefits 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.
#J-18808-Ljbffr