Financial Sales Manager Community (Branch Manager)

We need to output HTML fragment with sections only if content present. The posting includes Overview, Responsibilities & Qualifications (with subheadings Duties & Responsibilities, Position Specific Skills, Qualifications, Required Licenses Or Certifications, Required Additional Information). We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must map content to these headings. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should create sections with those headings if we have content. We must not repeat job title as heading. We must not include Job ID etc. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate etc. We need to decide which sections to include: About the role (overview), Responsibilities (duties), Requirements (qualifications?), Skills (position specific skills), Benefits (benefits info). Pay and Schedule not present, so omit. We must not create sections with filler like "commensurate with experience". Benefits: we have a paragraph about benefits and a link. That's substantive, so include Benefits section. We need to use

• for any list of duties/requirements/benefits. The responsibilities are a paragraph with bullet-like sentences separated by periods. We could convert each sentence into
• . But we must preserve all substantive info; we can keep as

  if not list. The instruction: "Use

  • for any list of duties/requirements/benefits". The responsibilities are effectively a list of duties. We can parse them into list items. Similarly qualifications: Minimum Required Education and Experience, Required Licenses Or Certifications, Required Additional Information (benefits). Those could be list. Skills: "Position Specific Skills" list of items separated by line breaks. We'll make
    . We need to ensure we don't invent content. We'll extract the text. Let's copy the relevant sections: Overview: "This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. Leveraging their team and their own expertise in consumer and small business financial needs, this position establishes banking relationships, extends credit and identifies referrals for specialty partners." Responsibilities & Qualifications section includes: Duties & Responsibilities: (list) - 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: list: - Application of a structured sales process - Providing financial guidance and expertise - Financial literacy - Financial analysis - Knowledge of retail banking products and services - Business development - Networking and building centers of influence - Line of Business (LOB) Prodcuts, Services & Acumen - Performance Coaching - Communication (Written and verbal) Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisor Required Licenses Or Certifications: 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. Required 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. We need to output HTML fragment with sections: About the role (overview), Responsibilities, Requirements (maybe combine qualifications and licenses?), Skills, Benefits. But the instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could have both Requirements and Qualifications separate? Might be redundant. Better to follow typical: Responsibilities, Requirements (which includes qualifications and licenses), Skills, Benefits. However they gave example list includes both Requirements and Qualifications as separate headings. We could include both if we have content. We have qualifications (education/experience) and licenses/certs. Could split: Requirements = education/experience; Qualifications = licenses/certs. But the instruction says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid using both Requirements and Qualifications. We'll decide to include both if we have distinct content. Thus sections: - About the role (overview) - Responsibilities (duties) - Requirements (Minimum Required Education and Experience) - Qualifications (Required Licenses Or Certifications) - Skills (Position Specific Skills) - Benefits (Required Additional Information) We must not include Pay or Schedule. Now format: each section

    Heading

    then content. For lists: use
    • for duties/requirements/benefits. For responsibilities we have four bullet areas; we can make each area a
    • . Inside each
    • we can keep the sentences as is (maybe

      inside? but instruction says use

      • for any list of duties/requirements/benefits. So we can just put the text inside
      • . For requirements (education/experience) it's a single statement; could be

        or

        • . Since it's a list? It's a single item; we could still use
          • but that seems odd. Better to use

            for prose unless it's a list. The instruction: "Use

            • for any list of duties/requirements/benefits". If it's not a list (single item), we can use

              . We'll use

              for requirements and qualifications (licenses) maybe as

              . Benefits also a paragraph with link; could be

              . Skills: list of items; use

              • . Now ensure we preserve all substantive info, no extra. Let's craft HTML. We need to output only HTML fragment, no /, no markdown. Let's write:

                About the role

                This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. Leveraging their team and their own expertise in consumer and small business financial needs, this position establishes banking relationships, extends credit and identifies referrals for specialty partners.

                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.

                Requirements

                Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisor

                Qualifications

                Required Licenses Or Certifications: 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.

                Skills

                • Application of a structured sales process
                • Providing financial guidance and expertise
                • Financial literacy
                • Financial analysis
                • Knowledge of retail banking products and services
                • Business development
                • Networking and building centers of influence
                • Line of Business (LOB) Prodcuts, Services & Acumen
                • Performance Coaching
                • Communication (Written and verbal)

                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.

                Check for any boilerplate removed: we removed overview heading? we kept About the role. We removed