Financial Sales Manager II

First Citizens Bank & Trust Company in Lancaster, SC

  • Industry: Sales - Sales - Securities/Financial Services
  • Type: Full Time
  • Compensation: $69,556.67 - 185,230.00 / Year*
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.

As a Financial Sales Manager at First Citizens Bank, you will be a player/coach in the branch with an excellent opportunity to manage sales and branch associates, as well as focus on building meaningful relationships with customers. You will get to develop strong relationships with other bank partners and bankers that enable you to introduce customers to specialists who can assist with specific financial needs. In this role, you?ll receive the training, support and tools you need to present options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customer always come first.

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.

What will make you successful in this role?
Focus on relationship building and sales development in order to achieve individual and team production results through the promotion of deposits, loans and other specialty services.
Perform client outreach to establish new relationships as well as expand existing banking relationships. Assist with account maintenance and problem resolution for clients.
Manage a sales and service plan for your team that aligns with the bank?s expectations and maximizes results by effectively aligning associates and their activities to create value for both the customer and the bank.
Provide one on one feedback and coaching to support associate development and achievement of results.
Facilitate regular team meetings that drive team focus on sales & service plans and achievement of results, incorporating recognition, knowledge and skill building activities and best practice sharing.
Proactively look for ways to enhance sales and service performance by supporting Bank initiatives and leveraging tools to enhance activities.
Use a relationship selling approach in client/prospect interactions. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Uncover opportunities to make quality referrals to branch or other business partners.
Represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Partner with Human Resources to perform various personnel functions to include staffing and disciplinary action.
Demonstrate the Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations.
Work as a team by maintaining helpful and courteous interactions with others and keep communication lines open.
Adhere to all regulations, compliance and Bank policies, procedures and delegated authorities.
Manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Position Requirements:
Basic Qualifications:
Bachelor degree with a minimum of 4 years experience in a sales, customer service role and/or in a lending role to include a minimum of 1 year lead or supervisory experience.
- or -
High school diploma or GED with a minimum of 8 years experience in a sales, customer service role and/or in a lending role to include a minimum of 1 year lead or supervisory experience.
Additional Requirements:
Must complete federal registration and annual renewal as required by the SAFE Act.
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Other Preferred Qualifications:
Understanding of retail banking products and services.
Ability to identify, think through and solve problems accurately and efficiently.
Ability to work with little direct supervision.

Company Description:

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.



First Citizens Bank. Forever First. Member FDIC.



Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran



If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.



Associated topics: financial, financial planner, financial security, financial service, investment, investment analyst, merchant service, mortgage, payment, stock broker

* Estimated salary


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