Financial Sales Manager-Business Development

Company: First Citizens
Location: San Francisco
Posted on: April 24, 2025

Job Description:

OverviewAt First Citizens Bank, together we become better. 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 your role will be primarily focused on 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. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.ResponsibilitiesOutbound Sales/Business Development:

• Production driven leadership role with individual and team sales goals
• Developing COIs, leveraging business relationships
• 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 BankTeam Management:
  • Manage performance and personnel functions for a team, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank
  • Supports associate development and achievement of results through ongoing coaching and mentoringService/Operations Standards:
    • 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
    • Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunitiesQualificationsBachelor'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.License or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act.Required: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.Required Skill(s): 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.
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Keywords: First Citizens, Modesto , Financial Sales Manager-Business Development, Executive , San Francisco, California