Relationship Manager III

Overview

This is a hybrid role with the expectation that time working will be 4 days inside our Portsmouth, NH office and 1 day remotely.

At First Citizens Bank, we're committed to helping our clients achieve their ambitions, and we bring that same commitment to our associates. For more than 125 years, our relationship-based culture has created opportunities to build lasting connections, grow professionally and make a meaningful impact for our clients, communities and one another.

First Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. FCB EF provides a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers.

This position is responsible for the expansion and retention of business relationships in the Commercial division. Engages in retention activities to maintain key business opportunities, while also serving as a subject matter expert in support of the Equipment Finance Division. Delivers a full range of lending, deposit and ancillary services. May provide leadership for less experienced associates in the work group.

Responsibilities & Qualifications

Duties & Responsibilities:

Sales - Conducts sales outreach to drive customer acquisition, deepen relationships, and achieve assigned financial, production, and relationship goals. Proactively engages internal partners, customers, prospects, referral sources, and vendor partners to identify opportunities, expand business relationships, and deliver appropriate solutions. Demonstrates a consultative sales approach that creates value for customers, vendors, and the bank while supporting strategic objectives and adhering to ethical, customer-focused sales practices.

Reporting/Analytics/Strategy - Supports the ongoing strategy and financial planning of the Commercial business unit. Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement. Develops process enhancements based on reporting.

Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, colleagues, and strategic vendor partners. Initiates conversations to uncover sales, referral, and business development opportunities. Listen attentively and ask insightful questions to understand customer, vendor, and partner needs and preferences, taking prompt action to address immediate needs and deliver effective solutions. Proactively seeks ways to optimize performance by embracing coaching, supporting Bank initiatives, leveraging tools and resources to enhance sales and service activities, and identifying opportunities to increase relationship value and business growth.

Operations and Administration - Complies with all regulations, bank policies, procedures, to manage risk related to credit, operational, reputational, regulatory and legal aspects of Commercial banking. Complete required training by established deadlines.

Basic Qualifications:

Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience

-OR-

High School Diploma or GED/Equivalent and 6 years' experience in Inside or outside sales equipment finance or commercial sales

Required/Preferred Qualifications:

2 years of prior sales experience strongly preferred

Strong written and verbal communication skills with an ability to communicate effectively across business levels

Strong Customer Service skills with exceptional attention to detail

Salesforce / CRM experience preferred

Technologically savvy

Client-focused, proactive, and results-oriented

Proficient with Microsoft Office Suite; Excel, PowerPoint, Word

Position Specific Skills: Time Management, Discipline, Phone Sales, Customer Portfolio Management, Pricing Strategy

Additional Information

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 .

Duties & Responsibilities:

Sales - Conducts sales outreach to drive customer acquisition, deepen relationships, and achieve assigned financial, production, and relationship goals. Proactively engages internal partners, customers, prospects, referral sources, and vendor partners to identify opportunities, expand business relationships, and deliver appropriate solutions. Demonstrates a consultative sales approach that creates value for customers, vendors, and the bank while supporting strategic objectives and adhering to ethical, customer-focused sales practices.

Reporting/Analytics/Strategy - Supports the ongoing strategy and financial planning of the Commercial business unit. Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement. Develops process enhancements based on reporting.

Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, colleagues, and strategic vendor partners. Initiates conversations to uncover sales, referral, and business development opportunities. Listen attentively and ask insightful questions to understand customer, vendor, and partner needs and preferences, taking prompt action to address immediate needs and deliver effective solutions. Proactively seeks ways to optimize performance by embracing coaching, supporting Bank initiatives, leveraging tools and resources to enhance sales and service activities, and identifying opportunities to increase relationship value and business growth.

Operations and Administration - Complies with all regulations, bank policies, procedures, to manage risk related to credit, operational, reputational, regulatory and legal aspects of Commercial banking. Complete required training by established deadlines.

Basic Qualifications:

Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience

-OR-

High School Diploma or GED/Equivalent and 6 years' experience in Inside or outside sales equipment finance or commercial sales

Required/Preferred Qualifications:

2 years of prior sales experience strongly preferred

Strong written and verbal communication skills with an ability to communicate effectively across business levels

Strong Customer Service skills with exceptional attention to detail

Salesforce / CRM experience preferred

Technologically savvy

Client-focused, proactive, and results-oriented

Proficient with Microsoft Office Suite; Excel, PowerPoint, Word

Position Specific Skills: Time Management, Discipline, Phone Sales, Customer Portfolio Management, Pricing Strategy

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 .