First Citizens Bank · 2 days ago
Financial Sales Manager II Target
Dallas, TX
Full-time
Onsite
Mid, Senior Level
4+ years expFirst Citizens Bank is seeking a Financial Sales Manager to focus on outbound calling activities and generate new business opportunities. The role involves managing sales efforts and associates, overseeing office operations, and ensuring compliance with bank policies and regulations.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Production driven leadership role with individual and team sales goals
Developing COIs, leveraging business relationships
Engage with customers, prospects and referral sources through proactive outreach
Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank
Manage performance and personnel functions for a team, while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank
Supports associate development and achievement of results through ongoing coaching and mentoring
Comply 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
Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities
Qualification
Required
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
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Financial analysis
Knowledge of business banking products and services
Business development
Networking and building centers of influence
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Greg Smith
Chief Information and Operations Officer
Recent News
2025-12-22
2025-12-21
Company data provided by crunchbase