Financial Sales Manager I (Branch Manager)

Responsibilities

• 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.
• 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 by attending and participating in civic and community events for the generation of additional business and identification of potential CRA opportunities for the Bank.
• Participate in sales practices that are aligned to create value for both the customer and the bank.
• 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.
• 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.

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

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

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.