First Citizens Bank
Business Services Representative (Small Business Specialist)
First Citizens Bank, West Covina, California, United States, 91790
Business Services Representative (Small Business Specialist)
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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 and partners with Business and Commercial Bankers as a subject matter expert.
Responsibilities
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 disciplined enough to manage daily calling activity to achieve required results and comfortable engaging proactively.
Customer Service Skills: Builds trust and confidence with clients.
Adaptability: Ability to learn and adapt quickly to new information and technology.
Teamwork: Strives to build strong working relationships within team and 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 Experience: Business development, business banking, lending, merchant services, treasury management
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc.
Preferred Skills
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail and wealth solutions referred
Knowledge of business deposit and cash management solutions
Business development, networking and building centers of influence
Compensation and Benefits The base pay for this position is generally between $69,375 and $95,000 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program. More information can be found at "https://jobs.firstcitizens.com/benefits".
Seniority Level Not Applicable
Employment Type Full-time
Job Function Other
Industries Banking and Financial Services
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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 and partners with Business and Commercial Bankers as a subject matter expert.
Responsibilities
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 disciplined enough to manage daily calling activity to achieve required results and comfortable engaging proactively.
Customer Service Skills: Builds trust and confidence with clients.
Adaptability: Ability to learn and adapt quickly to new information and technology.
Teamwork: Strives to build strong working relationships within team and 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 Experience: Business development, business banking, lending, merchant services, treasury management
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc.
Preferred Skills
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail and wealth solutions referred
Knowledge of business deposit and cash management solutions
Business development, networking and building centers of influence
Compensation and Benefits The base pay for this position is generally between $69,375 and $95,000 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program. More information can be found at "https://jobs.firstcitizens.com/benefits".
Seniority Level Not Applicable
Employment Type Full-time
Job Function Other
Industries Banking and Financial Services
#J-18808-Ljbffr