Experience:
No experience
Employment Type:
Full time
Posted:
8/2/2017
Job Category:
Sales
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Financial Sales Manager I/II (Bilingual in Spanish preferred) Job
First Citizens Bank | Charlotte, North Carolina
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Job Description

Financial Sales Manager I/II (Bilingual in Spanish preferred)
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Job ID #: 28960
Location: NC-Charlotte
Functional Area: Branch Retail - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 6 years
Days and Hours: Mon-Thurs 8:30-5:15 Fri 8:30-6:15
Physical Address: 5400 South Blvd, Charlotte NC 28217
Department Name: South Blvd Branch


Position Description

The Financial Sales Manager is responsible for the overall sales, financial performance and operations management of a branch office. This person usually manages 3 - 6 individuals (directly or indirectly), including the hiring, development and performance management of these individuals. Primary responsibilities are to: maintain service excellence, reach assigned individual sales goals, ensure that subordinates reach their sales goals, maintain operational integrity of the branch and manage expenses at or under budget. The position may be designated as a Branch Mortgage Banker responsible for initiating mortgage loan applications and transitioning them to Telephone Mortgage Banking.

Principal Accountabilities:
Sales: Lead branch sales efforts by identifying client needs and selling bank loan, deposit and fee generating product. Refer to business, commercial and other bank sales partners; remain current on product knowledge and competition; lead branch campaigns and sales initiatives and participate in area campaigns and sales initiatives.

Management: Perform various personnel functions, including interviewing and hiring, scheduling, assigning work tasks, and monitoring work of assigned associates. Serve as Greeter for new hires as needed. Conduct performance reviews, coach for development and provide disciplinary action when necessary. Provide development feedback and opportunities for team members. Responsible for all building maintenance issues and relationships with Bank and third party vendors to ensure suitable appearance and functionality of building. Prudently manage all expenses within or under budget.

Sales Management: Develop and implement a branch sales plan. Follow the Banks sales management process and defined timeline for sales management activities. Utilize Bank sales tracking/management tools. Engage branch associates to generate sales leads and drive client sales opportunities.

Risk Management/Compliance: Ensure compliance with federal regulations and bank policy for all matters of branch operations.

Customer Service: Adhere to established customer service standards, and lead branch staff in service delivery.

Community: 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.

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Position Requirements

Basic Qualifications:
Bachelor degree with a minimum of 2 years experience in a sales, customer service role and/or in a lending role.
-Or-
High school diploma or GED with a minimum of 6 years experience in a sales, customer service role and/or in a lending role.

Additional Requirements:
Must complete federal registration and annual renewal as required by the SAFE Act.
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Understanding of retail banking products and services.
Ability to work with little direct supervision.

Other Preferred Qualifications:
One year of experience in a lead or supervisory role.

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.