Business Services Representative at First Citizens Bank - ScoutJobs - The AI-curated global job board
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First Citizens Bank
Posted a day ago

Business Services Representative

First Citizens BankBusiness Services Representative

Requirements

Bachelor's Degree and 2 years sales experience OR High School Diploma and 6 years sales experience, Valid driver's license, Knowledge of business deposit and cash management solutions, Structured sales process application, Financial literacy

Skills

Business DevelopmentTreasury ManagementCash management

About the role

Responsibilities

  • Achieve individual and team financial and production goals through proactive outreach to customers and prospects
  • Provide cash management solutions and business deposit services to commercial and business banking relationships
  • Partner with Business and Commercial Bankers as a subject matter expert in business services
  • Identify and self-source new business opportunities through networking and community engagement
  • Maintain high service standards by uncovering client needs and providing relevant financial guidance
  • Comply with all banking regulations, policies, and procedures to manage operational and legal risk

Requirements

  • Bachelor's Degree and 2 years of sales or financial services experience OR High School Diploma/GED and 6 years of sales experience
  • Valid driver's license for frequent travel to client sites and other offices
  • Strong financial literacy and knowledge of business deposit and cash management solutions
  • Proven ability to apply a structured sales process
  • Experience in business development, networking, and building centers of influence

Preferred Qualifications

  • Experience in business banking, lending, or merchant services
  • Background in treasury management or small business banking

About the Company

First Citizens Bank is committed to making a difference in the communities where we live and work. We offer a collaborative environment where associates can grow professionally while providing essential financial solutions to our clients.

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Business Services Representative

First Citizens Bank · Rancho Santa Margarita

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