Responsibilities
Sales -
Achieve individual and / or team financial, production and relationship results relative to the specific metrics and goals assigned.
Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in themunity for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
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.
Service Standards -
Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
Operations and Administration -
ply 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.
LI-NC1
Qualifications
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 supervisory License or Certification Type : Mustplete federal registration and annual renewal as required by the SAFE Act.
Required, Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc.
Bank car not provided. 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, business development, networking and building centers of influence.
Other Preferred Qualifications :
Understanding of retail banking products and services.
Ability to network and build centers of influence.
Business Development
Ability to identify, think through and solve problems accurately and efficiently.
First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered aprehensive benefits program, with customized offerings, including those designed to support families, however defined.
More information regarding our benefits offerings can be found here : / / jobs.firstcitizens / benefits
LI-NC1 Job ID 22290
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