Financial Sales Manager II
- Annapolis, MD
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. The role primarily engages in 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.
Key Duties & Responsibilities
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.
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.
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.
Bachelor degree with a minimum of 4 years experience in a sales, customer service, lending or financial services role.
- Or -
High school diploma or GED with a minimum of 8 years experience in a sales, customer service, lending or financial services role.
Must complete federal registration and annual renewal as required by the SAFE Act.
Other Preferred Qualifications:
- Understanding of retail banking products and services.
- Experience in selling cash management products and services.
- Ability to network and build centers of influence.
- Business Development experience
- Ability to identify, think through and solve problems accurately and efficiently.
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