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Financial Sales Manager (Branch Manager/Business Development)
full-timeDallas

Summary

Location

Dallas

Type

full-time

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About this role

Overview

At First Citizens Bank, together we become better. 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 your role will be primarily focused on 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. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.


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.

Qualifications

Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory

 

License or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act.

 

Required, Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

 

RequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of business banking products and services, business development, networking and building centers of influence.

 

Preferred Qualifications:

Understanding of retail banking products and services.

Ability to network and build centers of influence.

Business Development

Ability to identify, think through and solve problems accurately and efficiently.

Treasury Management

 

 

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.

 

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Other facts

Tech stack
Sales Process,Financial Guidance,Financial Literacy,Financial Analysis,Business Banking Products,Business Development,Networking,Problem Solving

About First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.

Social Media Terms of Use: https://www.firstcitizens.com/socialterms

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Financial Sales Manager will manage sales efforts and associates in a boutique business branch, focusing on outbound calling to generate new business opportunities. They will also oversee office operations and ensure compliance with regulations and bank policies.

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Frequently Asked Questions

What does a Financial Sales Manager (Branch Manager/Business Development) do at First Citizens Bank?

As a Financial Sales Manager (Branch Manager/Business Development) at First Citizens Bank, you will: the Financial Sales Manager will manage sales efforts and associates in a boutique business branch, focusing on outbound calling to generate new business opportunities. They will also oversee office operations and ensure compliance with regulations and bank policies..

Why join First Citizens Bank as a Financial Sales Manager (Branch Manager/Business Development)?

First Citizens Bank is a leading Banking company.

Is the Financial Sales Manager (Branch Manager/Business Development) position at First Citizens Bank remote?

The Financial Sales Manager (Branch Manager/Business Development) position at First Citizens Bank is based in Dallas, Texas, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Financial Sales Manager (Branch Manager/Business Development) position at First Citizens Bank?

You can apply for the Financial Sales Manager (Branch Manager/Business Development) position at First Citizens Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about First Citizens Bank on their website.