
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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First Citizens Bank · Rancho Santa Margarita
