Business Services Representative (Small Business Specialist) at First Citizens Bank and Trust Company

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Outreach, Communication Skills, Customer Service Skills, Adaptability, Teamwork, Influence, Business Development, Networking, Financial Literacy, Knowledge of Business Deposit Solutions, Treasury Management, Building Centers of Influence

Industry

Banking

Description

Overview Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and also self-sources new business opportunities. #LI-NC1 Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs. Qualities of a successful candidate: Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation. Customer Service Skills: Builds trust and confidence with clients. Adaptability: Has the ability to learn and adapt quickly to new information and technology . Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships. Influence: Capable of building rapport with different personalities to drive positive results. Qualifications Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management 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. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, 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. #LI-NC1

Responsibilities

The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients while partnering with Business and Commercial Bankers.