OverviewThis position leads sales efforts for the Premier Client Solution team. Manages a sales team of Premier Client Bankers who engage in both remote sales and in-person partnerships. Oversees and engages in calling activities to generate new business opportunities. Implements and manages sales activity plans to meet financial growth goals. Coaches associates to improve or enhance sales performance. Ensures productive collaboration between the team they manage and the Bank partners with whom they work.
Responsibilities- Team Management - Manages 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 - Achieves 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 customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively looks for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
- Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies 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. Completes required training by established deadlines.
QualificationsBachelor's Degree and 6 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or Wealth Management, including coaching and sales management. OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or Wealth Management, including coaching and sales management.
License or Certification: Strongly Preferred Series 6, 63, and state-specific life insurance licenses. SAFE Act. FCIS will hold Series 7.
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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