Financial Sales Manager (Branch Manager) jobs in United States
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First Citizens Bank · 5 days ago

Financial Sales Manager (Branch Manager)

positionHartland, WI
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

First Citizens Bank is seeking a Financial Sales Manager to oversee branch operations and manage sales efforts. The role involves engaging in outbound calling activities to generate new business opportunities and ensuring the team's performance aligns with the bank's financial expectations.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

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
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
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
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

Qualification

Application of structured sales processFinancial literacyFinancial analysisBusiness banking productsBusiness developmentNetworkingBuilding influenceRetail bankingTreasury Management KnowledgeProblem-solving ability

Required

Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory
Must possess a valid driver's license
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

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 Knowledge

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase