Business Services Representative (Small Business Specialist)

Company:  First Citizens Bank
Location: Coral Gables
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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:

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