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About the Role

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 self-sources new business opportunities.

Responsibilities

• Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals.
• Engage with customers, prospects and referral sources through proactive outreach.
• Represent the Bank in the community by attending and participating in civic and community events for business generation and identifying potential CRA opportunities.
• Engage in sales practices that create value for both the customer and the bank.
• Initiate conversation to uncover sales or referral opportunities.
• Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.
• Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Comply with all regulations, bank policies, procedures and delegated authorities to manage risk.
• Complete required training by established deadlines.
• Perform general office management duties as assigned to ensure operational efficiency.
• Be accountable for transaction accuracy and operational efficiency of deposit-taking functions.

Requirements

• Must possess a valid driver's license.
• Position requires frequent driving to other offices, bank customers, etc.

Skills

• Application of a structured sales process
• Providing financial guidance and expertise
• Financial literacy
• Knowledge of retail and wealth solutions
• Knowledge of business deposit and cash management solutions
• Business development
• Networking and building centers of influence

Experience Level

• 2 years' experience in Sales or financial services sales
• 6 years' experience in Sales or financial services sales

Education Level

• Bachelor's Degree
• High School Diploma or GED/Equivalent

Benefits

• Competitive, thoughtfully designed and quality benefits program

About the Company

• 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.