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Financial Sales Manager (Retail Branch Manager- External Business Developme at First Citizens Bank
Jacksonville, Florida, United States - Full Time
Skills Needed
Structured Sales Process, Financial Guidance, Financial Literacy, Financial Analysis, Business Banking Products, Business Development, Networking, Building Centers Of Influence
Specialization
Requires a Bachelor's degree with 4 years of experience or a High School Diploma with 8 years of experience in sales, lending, or financial services, including supervisory experience. A valid driver's license is mandatory for frequent travel to clients and offices.
Experience Required
Minimum 5 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mandi Dabwali, haryana, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Financial Product Sales, Digital Banking
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Mortgage Processor II at First Citizens Bank
Raleigh, North Carolina, United States - Full Time
Skills Needed
Mortgage Processing, Loan Application Validation, Underwriting Support, Compliance, Pipeline Management, Collateral Appraisal, Encompass, Loan Closing Coordination, Fraud Prevention, Administrative Support
Specialization
Requires a Bachelor's degree or a High School Diploma/GED combined with 3 years of mortgage processing experience. Experience with Encompass is preferred.
Experience Required
Minimum 2 year(s)
Senior Commercial Resolution Officer I at First Citizens Bank
Raleigh, North Carolina, United States - Full Time
Skills Needed
Credit Risk Evaluation, Loan Restructuring, Portfolio Management, Financial Statement Analysis, Bankruptcy Law, Collateral Liquidation, Sba 504, Debt Restructuring, Credit Analysis, Negotiation, Risk Management, Regulatory Compliance
Specialization
Requires a Bachelor's degree with 8 years of experience or a High School diploma with 12 years of experience in commercial resolution or special assets. Must have at least 5 years of SBA 504 experience.
Experience Required
Minimum 10 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Customer Sourcing, Relationship Management, Gold Loan Processing, Interpersonal Skills, Sales, Branch Operations
Specialization
Candidates should possess a sales mindset and strong interpersonal skills. A good understanding of gold loan products and branch operations is required.
Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Relationship Management, Working Capital Finance, Financial Analysis, Balance Sheet Analysis, Msme Lending, Mortgage Business, Negotiation, People Management, Customer Acquisition, Credit Risk Management, Trade Finance, Communication Skills
Specialization
Requires a postgraduate diploma or degree in Banking, Finance, or Marketing, with a strong understanding of P&L and balance sheets. Candidates must possess a valid driving license and own vehicle for extensive field work.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Sales, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A strong customer orientation and high energy levels are required.
Experience Required
Minimum 2 year(s)
Relationship Manager-NEW CAR FINANCE-Sales at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Financial Analysis, Crm Software, Communication Skills, Interpersonal Skills, Portfolio Management, Networking, Organizational Skills
Specialization
Requires a bachelor's degree in business or finance and at least 2 years of experience in sales or relationship management. Candidates must possess strong communication skills, a valid driving license, and proficiency in CRM systems.
Experience Required
Minimum 2 year(s)
Business Relationship Manager - SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
Aligarh, Uttar Pradesh, India - Full Time
Skills Needed
Working Capital Solutions, Relationship Management, Trade Finance, Credit Analysis, Portfolio Management, Business Development, Cash Flow Analysis, Transaction Banking, Client Servicing, Risk Assessment
Specialization
Candidates must possess a bachelor's degree and the ability to analyze business models and cash flows. Experience in penetrating clients with banking products like Current Accounts and Trade Finance is required.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Cross Selling, Cold Calling, Financial Product Sales, Lead Generation, Field Sales
Specialization
Requires a Bachelor's degree and the ability to perform high-energy field work. Candidates must be capable of meeting acquisition targets and maintaining customer relationships within assigned geographical areas.
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Sales Strategy, Client Sourcing, Financial Product Penetration
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A strong customer orientation and high energy levels are required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
Ghaziabad, Uttar Pradesh, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Current Account Management, Sales Strategy, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A bachelor's degree and strong customer orientation with high energy levels are required.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Financial Product Sales, Digital Banking
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Warangal, Telangana, India - Full Time
Skills Needed
Hni Relationship Management, Portfolio Handling, Trade Finance, Forex, Commercial Assets, Cross Selling, Customer Service, Mutual Funds, Insurance, Retail Liabilities
Specialization
Requires 4 to 5 years of work experience with at least 1-2 years in HNI relationship or portfolio handling. Must have a strong understanding of Trade, Forex, and Commercial Assets like CC and OD.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Leadership, Banking Operations, Customer Service, Regulatory Compliance, Audit Management, Operational Efficiency
Specialization
Candidates must possess strong leadership skills and a thorough understanding of banking operations. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Deputy Branch Manager-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Leadership, Sales Management, Customer Engagement, Relationship Management, Casa, Asset Sales, Staff Motivation, Customer Retention
Specialization
Candidates must possess strong leadership skills and a blend of sales and service orientation. A bachelor's degree is required to effectively manage front-office staff.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
Delhi, , India - Full Time
Skills Needed
Leadership, Banking Operations, Customer Service, Regulatory Compliance, Audit Management, Operational Efficiency
Specialization
Candidates must possess strong leadership skills and a thorough understanding of banking operations. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Operations Team Member-Capital Market Operation-Custodial Operations at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Client Onboarding, Documentation Review, Regulatory Compliance, Kyc Guidelines, Fpi Regulations, Fdi Processing, Communication Skills, Presentation Skills, Stakeholder Management, Audit Handling
Specialization
Requires a Bachelor's degree and knowledge of SEBI/RBI KYC guidelines and FPI regulations. Candidates must possess strong documentation review skills and the ability to maintain relationships with regulatory officials.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Coimbatore, tamil nadu, India - Full Time
Skills Needed
Customer Acquisition, Financial Product Sales, Relationship Management, Digital Banking, Field Sales
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Credit Manager-Working Capital-Credit at Kotak Mahindra Bank
Delhi, , India - Full Time
Skills Needed
Credit Underwriting, Working Capital Finance, Financial Analysis, Deal Structuring, Portfolio Management, Team Leadership, Credit Risk Assessment, Financial Statement Analysis
Specialization
Requires a qualified professional with strong analytical skills and a deep understanding of financials and property-related aspects. Must be capable of mentoring team members and implementing credit policies effectively.
Experience Required
Minimum 5 year(s)
Financial Sales Manager (Retail Branch Manager- External Business Developme at First Citizens Bank
Jacksonville, Florida, United States -
Full Time


Start Date

Immediate

Expiry Date

29 Sep, 26

Salary

0.0

Posted On

01 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Structured Sales Process, Financial Guidance, Financial Literacy, Financial Analysis, Business Banking Products, Business Development, Networking, Building Centers Of Influence

Industry

Banking

Description
Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist. Responsibilities 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 Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions. Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. Operations and Administration - 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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. 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: 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 business banking products and services, Business development, Networking and building centers of influence 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.
Responsibilities
Lead outbound calling activities and manage a boutique business branch to generate new business opportunities and deposits. Oversee team performance, personnel functions, and office operations while ensuring regulatory compliance.
Financial Sales Manager (Retail Branch Manager- External Business Developme at First Citizens Bank
Jacksonville, Florida, United States - Full Time
Skills Needed
Structured Sales Process, Financial Guidance, Financial Literacy, Financial Analysis, Business Banking Products, Business Development, Networking, Building Centers Of Influence
Specialization
Requires a Bachelor's degree with 4 years of experience or a High School Diploma with 8 years of experience in sales, lending, or financial services, including supervisory experience. A valid driver's license is mandatory for frequent travel to clients and offices.
Experience Required
Minimum 5 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mandi Dabwali, haryana, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Financial Product Sales, Digital Banking
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Mortgage Processor II at First Citizens Bank
Raleigh, North Carolina, United States - Full Time
Skills Needed
Mortgage Processing, Loan Application Validation, Underwriting Support, Compliance, Pipeline Management, Collateral Appraisal, Encompass, Loan Closing Coordination, Fraud Prevention, Administrative Support
Specialization
Requires a Bachelor's degree or a High School Diploma/GED combined with 3 years of mortgage processing experience. Experience with Encompass is preferred.
Experience Required
Minimum 2 year(s)
Senior Commercial Resolution Officer I at First Citizens Bank
Raleigh, North Carolina, United States - Full Time
Skills Needed
Credit Risk Evaluation, Loan Restructuring, Portfolio Management, Financial Statement Analysis, Bankruptcy Law, Collateral Liquidation, Sba 504, Debt Restructuring, Credit Analysis, Negotiation, Risk Management, Regulatory Compliance
Specialization
Requires a Bachelor's degree with 8 years of experience or a High School diploma with 12 years of experience in commercial resolution or special assets. Must have at least 5 years of SBA 504 experience.
Experience Required
Minimum 10 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Customer Sourcing, Relationship Management, Gold Loan Processing, Interpersonal Skills, Sales, Branch Operations
Specialization
Candidates should possess a sales mindset and strong interpersonal skills. A good understanding of gold loan products and branch operations is required.
Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Relationship Management, Working Capital Finance, Financial Analysis, Balance Sheet Analysis, Msme Lending, Mortgage Business, Negotiation, People Management, Customer Acquisition, Credit Risk Management, Trade Finance, Communication Skills
Specialization
Requires a postgraduate diploma or degree in Banking, Finance, or Marketing, with a strong understanding of P&L and balance sheets. Candidates must possess a valid driving license and own vehicle for extensive field work.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Sales, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A strong customer orientation and high energy levels are required.
Experience Required
Minimum 2 year(s)
Relationship Manager-NEW CAR FINANCE-Sales at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Financial Analysis, Crm Software, Communication Skills, Interpersonal Skills, Portfolio Management, Networking, Organizational Skills
Specialization
Requires a bachelor's degree in business or finance and at least 2 years of experience in sales or relationship management. Candidates must possess strong communication skills, a valid driving license, and proficiency in CRM systems.
Experience Required
Minimum 2 year(s)
Business Relationship Manager - SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
Aligarh, Uttar Pradesh, India - Full Time
Skills Needed
Working Capital Solutions, Relationship Management, Trade Finance, Credit Analysis, Portfolio Management, Business Development, Cash Flow Analysis, Transaction Banking, Client Servicing, Risk Assessment
Specialization
Candidates must possess a bachelor's degree and the ability to analyze business models and cash flows. Experience in penetrating clients with banking products like Current Accounts and Trade Finance is required.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Cross Selling, Cold Calling, Financial Product Sales, Lead Generation, Field Sales
Specialization
Requires a Bachelor's degree and the ability to perform high-energy field work. Candidates must be capable of meeting acquisition targets and maintaining customer relationships within assigned geographical areas.
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Sales Strategy, Client Sourcing, Financial Product Penetration
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A strong customer orientation and high energy levels are required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Business Banking-Sales-Sales at Kotak Mahindra Bank
Ghaziabad, Uttar Pradesh, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Current Account Management, Sales Strategy, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A bachelor's degree and strong customer orientation with high energy levels are required.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Sales, Relationship Management, Financial Product Sales, Digital Banking
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Warangal, Telangana, India - Full Time
Skills Needed
Hni Relationship Management, Portfolio Handling, Trade Finance, Forex, Commercial Assets, Cross Selling, Customer Service, Mutual Funds, Insurance, Retail Liabilities
Specialization
Requires 4 to 5 years of work experience with at least 1-2 years in HNI relationship or portfolio handling. Must have a strong understanding of Trade, Forex, and Commercial Assets like CC and OD.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
, Madhya Pradesh, India - Full Time
Skills Needed
Leadership, Banking Operations, Customer Service, Regulatory Compliance, Audit Management, Operational Efficiency
Specialization
Candidates must possess strong leadership skills and a thorough understanding of banking operations. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Deputy Branch Manager-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Leadership, Sales Management, Customer Engagement, Relationship Management, Casa, Asset Sales, Staff Motivation, Customer Retention
Specialization
Candidates must possess strong leadership skills and a blend of sales and service orientation. A bachelor's degree is required to effectively manage front-office staff.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
Delhi, , India - Full Time
Skills Needed
Leadership, Banking Operations, Customer Service, Regulatory Compliance, Audit Management, Operational Efficiency
Specialization
Candidates must possess strong leadership skills and a thorough understanding of banking operations. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Operations Team Member-Capital Market Operation-Custodial Operations at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Client Onboarding, Documentation Review, Regulatory Compliance, Kyc Guidelines, Fpi Regulations, Fdi Processing, Communication Skills, Presentation Skills, Stakeholder Management, Audit Handling
Specialization
Requires a Bachelor's degree and knowledge of SEBI/RBI KYC guidelines and FPI regulations. Candidates must possess strong documentation review skills and the ability to maintain relationships with regulatory officials.
Experience Required
Minimum 2 year(s)
Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Coimbatore, tamil nadu, India - Full Time
Skills Needed
Customer Acquisition, Financial Product Sales, Relationship Management, Digital Banking, Field Sales
Specialization
Candidates are required to have a Bachelor's Degree. The role demands a high-energy individual capable of performing field-based sales activities.
Credit Manager-Working Capital-Credit at Kotak Mahindra Bank
Delhi, , India - Full Time
Skills Needed
Credit Underwriting, Working Capital Finance, Financial Analysis, Deal Structuring, Portfolio Management, Team Leadership, Credit Risk Assessment, Financial Statement Analysis
Specialization
Requires a qualified professional with strong analytical skills and a deep understanding of financials and property-related aspects. Must be capable of mentoring team members and implementing credit policies effectively.
Experience Required
Minimum 5 year(s)
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