Financial Sales Manager II Target

Lead sales and branch execution in a boutique business location while driving outbound calling to generate new business opportunities.

Responsibilities

• Manage performance and personnel functions for a team to maintain operational soundness and deliver results aligned to customer value and the bank’s financial expectations.
• Hold associates accountable to role expectations, responsibilities, and authorities; provide one-on-one feedback and coaching to support development and performance.
• Proactively leverage expertise from bank partners, other managers, and team resources.
• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
• Engage customers, prospects, and referral sources through proactive outreach.
• Represent the bank in the community when appropriate by participating in civic and community events to generate additional business and identify potential CRA opportunities.
• Conduct sales activities in ways that create value for both customers and the bank.
• Support appropriate partnering, planning, and preparation to ensure conversations include relevant financial guidance for informed decisions.
• Build collaborative partnerships that create value for customers, prospects, and colleagues.
• Initiate conversations to uncover sales or referral opportunities.
• Listen to understand customer needs and preferences; take prompt actions to address immediate needs.
• Optimize performance by seeking coaching, supporting bank initiatives, and using tools to strengthen sales activities.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal areas tied to interactions, transactions, and financial exposures.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to support operational efficiency.
• Support transaction accuracy and operational efficiency for deposit-related functions where applicable to defined associate roles.
• Maintain accountability for individual contribution and team performance.

Requirements

• Application of a structured sales process.
• Provide financial guidance and expertise with strong financial literacy and financial analysis skills.
• Knowledge of business banking products and services.
• Business development experience.
• Networking and building centers of influence.
• Education and experience: 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, or financial services sales, including supervisory.
• Valid driver’s license.
• Frequent driving to other offices and bank customers is required.
• Bank car is not provided.

Position Specific Skills

• 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

Benefits

Benefits are part of total rewards. First Citizens Bank offers a competitive, thoughtfully designed benefits program. More information is available at https://jobs.firstcitizens.com/benefits.

Location: Saint Petersburg, FL (onsite)

Experience: 4+ years required

Education: Bachelor’s Degree