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First Citizens Bank

Financial Sales Manager II

Annapolis, MD

Position Description:
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.

Job Summary
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.

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Key Duties & Responsibilities
Sales:
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.

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.

Service Standards:
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.

Position Requirements:
Basic Qualifications:
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.

Additional Requirements:
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.

Job ID: FCB-35121
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

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