Financial Sales Manager-Business Development

First Citizens Bank - Boston, MA

Full-time - Mid Level

Boston, MA

Credit Intermediation and Related Activities

About the position

As a Financial Sales Manager at First Citizens Bank, you will focus on outbound calling activities to generate new business opportunities while managing sales efforts and associates in a boutique business branch. Your role includes overseeing office operations, developing business relationships, and ensuring compliance with bank policies and regulations.

Responsibilities

• Lead outbound sales and business development efforts to achieve individual and team sales goals.
• Develop Centers of Influence (COIs) and leverage business relationships to generate new business.
• Engage with customers, prospects, and referral sources through proactive outreach.
• Represent the Bank in the community to identify potential business opportunities and CRA opportunities.
• Manage performance and personnel functions for a team, ensuring results that create value for customers and meet financial expectations.
• Support associate development through ongoing coaching and mentoring.
• Comply with all regulations, bank policies, and procedures to manage risk in customer interactions and transactions.
• Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.

Requirements

• Bachelor's degree with a minimum of 4 years experience in a sales, customer service, lending, or financial services role, including supervisory experience.
• Or a high school diploma or GED with a minimum of 8 years experience in a sales, customer service, lending, or financial services role, including supervisory experience.
• Must complete federal registration and annual renewal as required by the SAFE Act.

Nice-to-haves

• Understanding of retail banking products and services.
• Ability to network and build centers of influence.
• Business development skills.
• Ability to identify, think through, and solve problems accurately and efficiently.
• Knowledge of treasury management.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours) with customized offerings.
• Support for families, however defined.