Financial Sales Manager (Branch Sales Manager)
First Citizens Bank
Financial Sales ManagerAt First Citizens Bank, together we become better. We're looking for people who want more than just a job – who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on 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. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.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 and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.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 influenceQualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisoryRequired Skill(s): 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.Preferred Qualifications:- Business Development Experience- Business Banking experience- Knowledge of business banking products- including Treasury Management, Merchant Services, and LendingRequired Licenses or Certifications: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
$84.45k - $118.19k
...Branch Sales ManagerJob Summary:Compensation: $84,452 - $118,188 + bonusThe Branch Sales Manager is tasked with identifying prospective customers, fostering and maintaining mutually beneficial business relationships, and driving both sales and profitability for the branch...SuggestedWork at office$114k - $182.85k
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$80k - $200k
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$101k - $192.6k
...solutions to clients across a variety of industries.As a Finance & Accounting Outsourcing (FAO) Manager, you will:Manage the delivery of outsourced accounting and financial reporting services for a portfolio of client engagements.Serve as a trusted advisor to clients,...Full timeWork experience placementLocal areaRemote work$151k - $246k
Senior Manager - Finance & Outsourced AccountingRanked among the largest accounting and consulting firms in the country, Cherry Bekaert... ..., high‑quality deliverables within budgetPrepare and present financial results and analysis to client management, finance committees,...Full timeWork experience placementLocal areaRemote work- ...Atlanta. There is no remote or relocation for this role.*****The Manager of Accounting Revenue is responsible for the accurate, timely,... ..., and accountability.Support ERP, billing, project, and financial system changes by documenting accounting requirements, completing...Contract workWork at officeImmediate startRemote workRelocation
$125.55k - $209.25k
...the Philippines.Job DescriptionWe’re seeking a strategic, results-driven Regional Sales Director to lead a high-performing team of Account Executives (AEs) and Customer Success Managers (CSMs) responsible for driving new business growth, expanding existing relationships...Remote workHome office- ...insights.The RolePresidio has an exciting opportunity for individuals who want to grow their careers as a technology sales professional. The Sales Account Manager position for Presidio is responsible for engaging with customers and technology partners to drive business...Full timeFor contractors
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$106.9k - $171k
...Advisory practice, Cherry Bekaert is seeking an Accounting Advisory Manager to join our national team. This role offers flexibility to work... ...teams to address complex accounting challenges, enhance financial reporting processes, and navigate evolving regulatory requirements...Full timeWork experience placementLocal areaImmediate startRemote work- ...equally comfortable sitting in an account planning session with a Managing Director as you are presenting a workforce reinvention business... ...and strategic account teams as the dedicated LearnVantage sales resource, attending account planning sessions, QBRs, and client...Work experience placementLive inWork at officeLocal area
- ...individual with the ideal blend of marketing strategy, project management and client service to join our Client Marketing team. The successful... ...of agency accounts. The Account Supervisor, along with their Sales counterpart, is held accountable for client satisfaction, high-...Full timeWork at officeLocal areaShift work
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$175k - $280k
...s revenue accounting, ensuring accurate financial reporting, strong internal controls, and... ...partnering closely with Product, Engineering, Sales, Legal, FP&A, Internal Audit, and... ...and executive leadership. Experience managing complex accounting issues involving multiple...Work at officeLocal areaRemote work- ...various communities and organizations to achieve the Company's financial and market share goals. Identify and educate potential customers... ..., as well as maintain current accounts, and comply with all sales related policies and procedures. Schedule: Monday-Friday Territory...Full timeMonday to Friday
- ...seeking an Accounting and Implementation Manager to lead restaurant, franchise, and hospitality... ..., user roles, approvals, banking, daily sales, AP, payroll, and inventory... ...close, and reportingClient Accounting & Financial ReportingOwn accounting and financial reporting...Full timeWork at officeLocal areaRemote workFlexible hours
$104.8k - $174.7k
...are seeking a highly collaborative and detail-oriented Content Manager to join our Tax Team. In this role, you will be responsible for... ...stakeholders, including content strategy, operations, technical, product, sales, and go-to-market partners.Key ResponsibilitiesTax Legal and...Full timeFor contractorsLocal areaImmediate startWork from homeWorldwideFlexible hours- ...Accounting ManagerThe Accounting Manager will oversee and manage the full spectrum of accounting functions within a civil engineering firm, ensuring accurate financial reporting and compliance with industry standards. This role is pivotal in maintaining the integrity...
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$80k - $95k
...PracticeCFO PracticeCFO is a privately owned, rapidly growing financial advisory firm serving independent dental practice owners. We... ...strong practices. We’re looking for a Senior Accounting Manager to join our accounting team and play a key role in client support...Full timeRemote workWork from home
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