Client manager

Position Details

SUMMARY

Our Premier Center Manager plans, directs and manages the business development and expansion of tiered business and consumer clients of 2-5 assigned branches.

Primary focus is to direct-call the aforementioned clients in order to grow revenue and increase household portfolios through all levels of lending, depository services, wealth / brokerage and treasury management products through a needs-based sales approach.

What You Will Be Doing

SALES

Provide advice and problem resolution to Business and High Value clients, via banking solutions and partnerships with other key Center's of Influence (COI).

The Business Clients will have annual sales up to $10 million and the High Value Retail clients will be identified by the profitability associated with the household.

The key solutions they will provide will be real estate lending, lines of credit, depository services, credit cards and wealth introductions.

• Spends a majority of the day in the field direct calling clients, prospects and COIs. Attends local community events and is involved with organizations to promote First Bank and to generate leads to drive business into the Bank.
• Develops and implements a marketing plan to increase household's growth and introduction of tiered clients from assigned HUB location
• Manages the relationship with both internal and external business partnerships and Center of Influence. Keeps them informed of all Bank promotions or special offers to generate referrals and introductions to prospects.
• Reviews weekly, monthly and quarterly sales reports to monitor referrals and opportunities and sales goal achievements.

Adapts changes to ensure the correct marketing is in place for continued success.

• Supports and is active in all Company sales promotions, utilizes and is proficient in internal sales systems, maintains a positive cross sell ratio and demonstrates a positive sales attitude and approach.
• Monitors the competitive environment by staying abreast of changes in the local markets and with its competitor's rates and services.

Informs Regional Manager of any changes that may impact the brand

SERVICE

• Addresses and resolves clients' concerns and inquires promptly and accurately. Responsible for developing and retaining branch clients through a focused needs based sales approach
• Encourages the use of alternative delivery systems such as ATM, ITM, Debit Cards, Client Contact Center, Remote, Online and Mobile Banking.

Cross sells and upgrades all Treasury Management products and services.

• Responsible for the proper onboarding of all new clients brought into the Bank and for ensuring existing client's needs are met and exceeded.
• Meet established Community Reinvestment Act (CRA) hours
• Adheres to the guidelines set forth by First Bank.

What Do You Need for this Position?

• High School diploma or Equivalent; college degree preferred
• Minimum of three years previous financial services / banking or senior level sales position; or equivalent combination of education and experience
• Experience and proficiency in successful sales management to include planniing, goal setting, tracking, reporting and selling
• Able to review, understand, and evaluate both Corporate and Individual Tax Returns; required
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire
• Branch Manager Certification required to be completed within 6 months of employment
• Multi-lingual, a real plus
• U.S Military Veterans are encouraged to apply

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family.

As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn : Applicants interested in a San Francisco based position : First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team.

The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.

Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.

Last updated : 2024-08-30

Salary : $10