Financial Sales Manager II
Company: First Citizens Bank
Location: Houston
Posted on: January 15, 2021
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Job Description:
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.
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.
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. 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. Ability to network and build centers of influence.
Business Development Ability to identify, think through and solve
problems accurately and efficiently.
Keywords: First Citizens Bank, Houston , Financial Sales Manager II, Executive , Houston, Texas
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