SanDiegoRecruiter Since 2001
the smart solution for San Diego jobs

Financial Sales Manager II

Company: First Citizens Bank & Trust Company
Location: Escondido
Posted on: November 11, 2019

Job Description:

SunIRef:Sales:title Financial Sales Manager II First Citizens Bank & Trust Company 963 reviews - Escondido, CA 92026 First Citizens Bank & Trust Company 963 reviews Read what people are saying about working here. Position Description: Manage sales and branch associates. Oversee branch operations with support from an Operations Supervisor. Outbound calling on business customers and prospects. Business product and services sales. Loan products sold are credit card, checkline reserve and non-complex secured business credit products. May occasionally partner with a business or commercial banker to sell business deposits and services into a relationship. Used in branches with significant business sales opportunity. Principal Accountabilities: Sales: Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance. Develops and implements an individual sales & service activities plan that aligns with the team plan. Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Effectively engages partners to develop holistic customer relationships. Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur. When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Management: Manages a team sales & service plan that aligns with the financial expectations of bank and maximizes results by effectively aligning associates and their activities to create value for both the customer and the bank. For each managed associate, clarifies expectations, outlines accountabilities and authorities and supports ongoing development through coaching as well as ensuring role appropriate learning plans are in place and being acted upon. Through regular interactions and inspection, ensures utilization of the Bank's processes and provides one on one feedback and coaching to support associate development and achievement of results Partners with Human Resources to perform various personnel functions to include staffing and disciplinary action. Facilitates regular team meetings that drive team focus on sales & service plans and achievement of results, incorporating recognition, knowledge and skill building activities and best practice sharing. Operations and Administration: Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance. Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities. Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions. Performs general office management duties as assigned. Completes required training by established deadlines. Service & Sales Support and Referrals: Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established. Ensures service and referral activities are aligned to create value for both the customer and the bank. Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship. Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners. Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments. Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities. Position Requirements: Basic Qualifications: Bachelor degree with a minimum of 4 years experience in a sales, customer service role and/or in a lending role to include a minimum of 1 year lead or supervisory experience. -Or- High school diploma or GED with a minimum of 8 years experience in a sales, customer service role and/or in a lending role to include a minimum of 1 year lead or supervisory experience. Additional Requirements: Must complete federal registration and annual renewal as required by the SAFE Act. Knowledge of business deposit account types. Understanding of generic cash management products and services. Ability to work with little direct supervision. Other Preferred Qualifications: Experience in selling cash management products and services. Ability to reach predetermined deposit products and services goals. First Citizens Bank & Trust Company - Today report job - original job

Keywords: First Citizens Bank & Trust Company, San Diego , Financial Sales Manager II, Sales , Escondido, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


Leasing Agent for Apartment Community
Description: NPM Staffing is searching for an energetic and sales-oriented individual to fill a Leasing Agent for Apartment Community position with one of our top clients in San Diego, CA Becoming an associate of (more...)
Company: NPM Staffing
Location: San Diego
Posted on: 11/17/2019

Outside Sales Representative
Description: At A GlanceFull-time sales role good for students, grads, and people who appreciate flexibility, with potential for advancement and no ceiling on commission bonuses.A role that is ideal for flexible, (more...)
Company: Spectrum
Location: Solana Beach
Posted on: 11/17/2019

Wireless Sales Expert (FT) - Inside Costco
Description: US-CA-San MarcosWIRELESS SALES EXPERT WSE Headquartered in Seattle, Washington, Wireless Advocates is a third-party provider of wireless products and services both online and in approximately 600 retail (more...)
Company: Wireless Advocates
Location: San Marcos
Posted on: 11/17/2019


Real Estate Sales Expert
Description: Our high producing Real Estate team is in search of a Buyer's Agent br br Our top producing Real Estate Team has just signed an exclusive contract to bring in an enormous amount of listings into (more...)
Company: Dean Aguilar Group
Location: La Mesa
Posted on: 11/17/2019

Sales Reps Needed - Entry Level $18.00 Base Pay Per Appt.
Description: Sales Reps Needed - Interview ASAP - Entry Level br br Part time openings, with an option to go full time -- No experience needed -- work with clients one on one in a laid back environment. Great (more...)
Company: Vector Marketing
Location: San Diego
Posted on: 11/17/2019

Insurance Sales Agents! Gain BIG BUCKS from an economic SEISMIC SHIFT!
Description: We put you in front of as many as 10, 15 or more qualified, interested local merchants every week via preset appointments. Show small business owners how to ELIMINATE
Company: Colorado Protection, LLC - zipCCfees
Location: Oceanside
Posted on: 11/17/2019

Seasonal Sales Associate
Description: DescriptionLooking to join a winning team this holiday season Our teammates create a lasting impact on their communities through sport and we want you to be a part of making a difference this holiday (more...)
Company: DICK'S Sporting Goods
Location: Escondido
Posted on: 11/17/2019

Sales Coordinator - Coronado Island Marriott Resort & Spa - (19123409)
Description: Here's To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International
Location: Coronado
Posted on: 11/17/2019

Insurance - Entry Level Sales - Launch your career and life to new heights
Description: Insurance - Entry Level Sales Launch your career and life to new heights br br We are looking for, passionate and determined professionals who want to build a rewarding and long-term career in sales. (more...)
Company: Bankers Life
Location: Escondido
Posted on: 11/17/2019

Insurance Sales Agents! Gain BIG BUCKS from an economic SEISMIC SHIFT!
Description: We put you in front of as many as 10, 15 or more qualified, interested local merchants every week via preset appointments. Show small business owners how to ELIMINATE
Company: Colorado Protection, LLC - zipCCfees
Location: San Diego
Posted on: 11/17/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds