
Posted 12 hours ago
Manager Premier Client Solutions Sales
First Citizens BankManager Premier Client Solutions Sales
Requirements
Bachelor's Degree and 6 years experience in Financial Services, OR High School Diploma and 10 years experience in Financial Services, Experience in coaching and sales management, Knowledge of retail banking products, Financial literacy and analysis, Series 6, 63, and life insurance licenses preferred, SAFE Act
Skills
SalesBankingFinance
About the role
Responsibilities
- Lead sales efforts for the Premier Client Solution team, managing a team of Premier Client Bankers.
- Oversee and engage in calling activities to generate new business opportunities through remote and in-person partnerships.
- Implement and manage sales activity plans to meet financial growth goals and organizational metrics.
- Coach and provide one-on-one feedback to associates to improve sales performance and support professional development.
- Foster collaborative partnerships with Bank partners to ensure productive teamwork and customer value.
- Ensure operational soundness and compliance with all regulations, bank policies, and risk management procedures.
Requirements
- Bachelor'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/GED and 10 years of experience in Financial Services (Relationship Management, Retail Banking, Private Banking, or Wealth Management), including coaching and sales management.
- Proven experience in coaching and sales management.
- Strong knowledge of retail banking products and services.
- Proficiency in financial literacy and financial analysis.
- Ability to apply a structured sales process and provide expert financial guidance.
- Must be SAFE Act compliant.
Preferred Qualifications
- Series 6 and 63 licenses.
- State-specific life insurance licenses.
Benefits
- First Citizens Bank provides a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates.
About the Company
First Citizens Bank is a leading financial institution committed to providing exceptional service and building lasting relationships with our customers.
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First Citizens Bank · Phoenix
