Financial Sales Manager

FIRST CITIZENS BANK & TRUST CO • Hartland, WI • 2h ago

JOB REQUIREMENTS: Overview This position manages sales efforts and
associates in a branch location and oversees branch operations, with the
support of an operations specialist. The role primarily engages in
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. #LI-JR1
Responsibilities Team Management - Manage performance and personnel
functions for a team, ensuring operational soundness while executing on
a plan to deliver results that create value for the customer and meet
the financial expectations of the bank. Drive accountability to role
expectations, responsibilities and authorities, providing one on one
feedback and coaching that supports associate development and
achievement of results. Regularly and proactively leverage the expertise
of bank partners, other managers or team Sales - Achieve individual
and/or team financial, production and relationship results relative to
the specific metrics and goals assigned. Sales results should align with
the needs of the community and ultimately support the organizational
commitment to diverse lending. Engage with customers, prospects and
referral sources through proactive outreach. When appropriate,
represents the Bank in the community by attending and participating in
civic and community events for the purpose of generating additional
business and identifying potential CRA opportunities for the Bank.
Engage in sales practices that are aligned to create value for both the
customer and the bank. Appropriate partnering, planning and preparation
occurs to ensure conversations provide the relevant financial guidance
needed to drive informed decisions. Service Standards - Foster
collaborative partnerships that deliver value for customers, prospects
and colleagues. Initiate conversation to uncover sales or referral
opportunities. Listen attentively and ask insightful questions to
understand customer needs and preferences; and take prompt actions to
address immediate needs. Proactively look for way to optimize
performance by seeking coaching, supporting Bank initiatives and
leveraging tools to enhance activities. Operations and Administration -
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... For full info follow application link. First Citizens
Bank is an Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race (including
traits historically associated with race, such as hair texture and
protective hairstyles), color, religion, national origin, sex, age,
disability, protected veteran status, sexual orientation, gender
identity, genetic information, military membership, application, or
obligation, or any other legally protected status. ***
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F38D113DB4514BF8

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