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.
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
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- 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
- 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
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