Supervisor Premier Client Solutions Sales

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position is responsible for sales efforts of the Premier Client Solution team. Develops and manages a sales team of Premier Client Bankers who engage in both remote sales and in-person partnerships. Oversees calling activities to generate new business opportunities. Oversees performance of Premier Client Banker team, developing sales strategies to accomplish long- and short-term sales objectives and 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 - Leads team in achieving 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.

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Qualifications

Bachelor's Degree and 4 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 8 years of experience in Financial Services Relationship Management, Retail Banking, Private Banking or Wealth Management, including coaching and sales management.

License or Certification Type : Must have or acquire Series 6, 63, and state specific life insurance licenses within a specified time. Required, Must complete federal registration and annual renewal as required by the SAFE Act.

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.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.