Financial Sales Manager II

Lead the sales and associate performance for a boutique business branch, with a primary focus on outbound calling and new business development in Dallas.

Responsibilities

• Manage team performance and personnel activities to ensure operational soundness while executing against a plan to deliver results
• Drive accountability to role expectations, responsibilities, and authorities using ongoing one-on-one feedback and coaching
• Provide proactive use of expertise from bank partners, other managers, and team resources
• Achieve assigned individual and/or team financial, production, and relationship results against defined metrics and goals
• Conduct proactive outreach to engage customers, prospects, and referral sources
• Represent the Bank in the community by participating in civic and community events to generate additional business and identify potential CRA opportunities
• Apply sales practices designed to create value for both customers and the bank
• Coordinate partnering, planning, and preparation to ensure conversations include relevant financial guidance for informed decisions
• Build collaborative partnerships that support value for customers, prospects, and colleagues
• Initiate conversations to identify sales or referral opportunities
• Listen to customer needs, ask insightful questions, and take prompt action to address immediate needs
• Seek coaching, support bank initiatives, and use available tools to optimize performance
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal areas
• Complete required training by established deadlines
• Perform general office management duties as assigned to maintain operational efficiency
• Support operational accuracy and efficiency for deposit-handling associates where applicable
• Maintain accountability for both individual contributions and team performance outcomes

Requirements

• Bachelor's Degree and 4 years of experience, OR High School Diploma or GED/Equivalent and 8 years of experience in sales, customer service, or lending, including supervisory experience, or financial services sales
• If licensing is required, complete the bank sponsored licensing program within 12 months of entering the role
• Complete federal registration and annual renewal as required by the SAFE Act
• Valid driver’s license required
• Frequent driving required to other offices and to meet with bank customers; bank car not provided

Position Specific Skills

• Providing financial guidance and expertise
• Financial literacy and financial analysis
• Knowledge of retail banking products and services
• Business development; networking and building centers of influence
• Ability to apply a structured sales process
• Sales management and leadership; performance coaching

Additional Information

Benefits are an integral part of total rewards. More information is available at https://jobs.firstcitizens.com/benefits.