SonicJobs Logo
Left arrow iconBack to search

Hub Financial Sales Manager (Dual Branch Manager)

First Citizens Bank
Posted 2 days ago, valid for 19 days
Location

Charlotte, NC 28281, US

Salary

Competitive

Contract type

Full Time

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • First Citizens Bank is seeking a Financial Sales Manager to oversee branch operations and manage sales efforts with a focus on customer outreach and relationship building.
  • Candidates should have a Bachelor's Degree with 4 years of relevant experience in sales or financial services, or a High School Diploma with 8 years of experience in a similar role.
  • The position involves team management, fostering customer service standards, and ensuring compliance with bank policies and regulations.
  • A valid driver's license is required as the role involves frequent travel to various locations, and candidates must complete federal registration as mandated by the SAFE Act.
  • The salary for this position is competitive, with a comprehensive benefits program available to associates.
Overview

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. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your 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.
  • 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

 

Preferred Area of Experience: Understanding of retail banking products and services. Ability to network and build centers of influence. Ability to identify Business Development opportunities, think through and solve problems accurately and efficiently.

 

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Must complete federal registration and annual renewal as required by the SAFE Act.

 

Required Skill(s):

  • Application of a structured sales process
  • Providing financial guidance and expertise
  • Financial literacy and analysis
  • Knowledge of retail banking products and services
  • Business development

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.




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.