First Citizens Bank-posted 3 months ago
Midlothian, VA
5,001-10,000 employees

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.

  • 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.
  • 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
  • Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
  • 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
  • Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management
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