Experience:
No experience
Employment Type:
Full time
Posted:
7/25/2017
Job Category:
Sales
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Financial Sales Manager Job
First Citizens Bank | Lake Oswego, Oregon
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Job Description

Financial Sales Manager
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Job ID #: 28913
Location: OR-Lake Oswego
Functional Area: Branch Retail - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 8 years
Days and Hours: Monday - Friday 8:15-5:15
Physical Address: 15700 Boones Ferry Rd., Lake Oswego, OR
Department Name: Lake Oswego


Position Description

The Financial Sales Manager Business Deposits is accountable for overall business deposit products and services growth of the branch through a combination of outside sales calls and the expansion of the existing business deposit client base. Also, the FSM is responsible for performance in the entire branch, including: Excellence in customer service at all times; Management of controllable expenses (at or under budget); Supervision (direct and indirect) of typically 3- 6 associates. The FSM has assigned individual goals, and is also responsible to ensure branch associates goals and/or team goals are achieved or exceeded.

Principal Accountabilities:
Gather business deposits, particularly low cost deposits, through outside calling efforts, referrals, networking, professionally prepared proposals, presentations, etc.

Perform standard leadership/management functions such as interviewing and hiring branch staff, conducting performance reviews, coaching staff to optimum performance levels, taking any necessary disciplinary action, scheduling, managing expenses.

Generate sales of products, directly or indirectly, to ensure increased noninterest income for the branch. Ensure all associates keep current on product knowledge, competitors products and any compliance issues related to the sales of products.

Ensure that branch associates maintain a positive working relationship with all branch partners and back office support groups. Refer business or questions to the appropriate personnel. Promote understanding of diversity issues among branch staff, and promote respect for all associates and clients. Ensure branch staff provides excellent service to all clients.

Ensure compliance with federal regulations and bank policy for all matters of branch operations, receiving at least a low risk Internal Control Review Score.

Represent the Bank in the community by attending civic and community group meetings, participating and volunteering on civic and community projects, to generate additional business for the Bank; utilize relationships with local civic/volunteer organization(s) to identify potential CRA opportunities

*LI-LC1

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:
Must complete federal registration and annual renewal as required by the SAFE Act.
Knowledge of business deposit account types.
Understanding of generic cash management products and services.
Ability to work with little direct supervision.

Other Preferred:
Experience in selling cash management products and services.
Ability to reach predetermined deposit products and services goals.

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.