Financial Sales Manager II

First Citizens Bank is seeking a Financial Sales Manager II to lead sales efforts and support associates within a boutique business branch location in Dallas, TX. In this role, you will primarily drive growth through outbound calling to generate new business opportunities, while also overseeing day-to-day execution that aligns customer value with the bank’s financial expectations.

Alongside managing performance and team accountability, you may occasionally partner with a business or commercial banker to provide expertise related to business deposits and related services. The position also includes proactive outreach to customers, prospects, and referral sources, plus community involvement when appropriate to support additional business and identify potential CRA opportunities.

Key Responsibilities

• Manage performance and personnel functions for the team, ensuring operational soundness while delivering results that create value for customers and meet the bank’s financial expectations.
• Drive accountability to role expectations, responsibilities, and authorities through one-on-one feedback and coaching that supports associate development and achievement of results.
• Proactively leverage the expertise of bank partners, other managers, and team resources.
• Achieve individual and/or team financial, production, and relationship results aligned to assigned metrics and goals.
• Engage with customers, prospects, and referral sources through proactive outreach and follow through on sales or referral opportunities.
• Listen to customer needs and preferences, ask insightful questions, and take prompt actions to address immediate needs.
• When appropriate, represent the bank in the community by participating in civic and community events to generate additional business and identify potential CRA opportunities.
• Follow sales practices aligned to create value for both customers and the bank, including partnering, planning, and preparation to provide relevant financial guidance for informed decisions.
• Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
• Optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools to enhance sales activities.
• Comply with regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal areas involving personal interactions, transactions, and financial exposures.
• Complete required training by established deadlines and perform general office management duties as assigned to ensure operational efficiency.
• Support operational efficiency for deposit-taking roles, including accountability for transaction accuracy where applicable.
• Contribute to results tied to both individual contribution and team performance.

Qualifications

• 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 experience.
• If licensing is required, complete the bank-sponsored licensing program within 12 months of entering the role.
• Complete federal registration and annual renewal as required by the SAFE Act.
• Possess a valid driver’s license.
• Frequent driving to other offices and to meet with bank customers is required; bank car is not provided.

Position-Specific Skills

• Providing financial guidance and expertise
• Financial literacy and financial analysis
• Knowledge of retail banking products and services
• Business development, networking, and building centers of influence
• Applying a structured sales process
• Sales management and leadership
• Performance coaching

Benefits

Additional benefits information is available at https://jobs.firstcitizens.com/benefits.

This position is located in Dallas, TX and is onsite. First Citizens Bank also notes that benefits are an integral part of total rewards.