Financial Sales Manager (Branch Manager)

About the role

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, establish banking relationships, extend credit and identify referrals for specialty partners. This position may be filled as a Branch Manager I or II based on the skills and experience of the selected candidate.

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, represent 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 ways 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

• 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
• Sales management and leadership
• Performance coaching
• Communication (written and verbal)

Qualifications

• Minimum Required Education and Experience:
  • Bachelor’s Degree and 2 years’ experience in Sales, customer service, or lending, or financial services sales, including supervisory
  • OR High School Diploma or GED/Equivalent and 6 years’ experience in Sales, customer service, or lending, or financial services sales, including supervisory
• Preferred Qualifications: Business Banking experience; knowledge of business banking products—including Treasury Management, Merchant Services, and Lending
• Required Licenses or Certifications:
  • In cases where licensing is required, associates must complete the bank-sponsored licensing program within 12 months of entering the role.
  • Must complete federal registration and annual renewal as required by the SAFE Act.
  • Must possess a valid driver’s license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.