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Business Services Representative (Small Business Specialist)

First Citizens Bank
United States, Florida, Coral Gables
250 Palermo Avenue (Show on map)
Nov 05, 2024
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.

The Business Services Representative "BSR" 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 self-sources new business opportunities.

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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 can 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. 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 Qualifications:

  • Business development experience
  • Understanding of generic business and treasury products and services
  • Relationship management experience
  • Previous experience within Banking or Financial Services

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

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