Financial Sales Manager I-Business Development
Company: First Citizens Bank
Location: Brookfield
Posted on: October 4, 2024
Job Description:
Overview: This position manages sales efforts and associates in
a branch location and oversees 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:
- 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 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. -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. Required. 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, Financial analysis,
Knowledge of retail banking products and services, Business
development, Networking and building centers of influence.
-Preferred Qualifications:Large financial institution, business
development, treasury management, merchant services. First Citizens
benefits programs are designed to meet our Associates where they
are in life. - -Full-time associates (20+ hours) are offered a
comprehensive benefits program, with customized offerings,
including those designed to support families, however defined. -
More information regarding our benefits offerings can be found
here: -#LI-NC1
Keywords: First Citizens Bank, Wheaton , Financial Sales Manager I-Business Development, Executive , Brookfield, Illinois
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