Business Services Representative; Small Business Specialist
Listed on 2026-06-14
-
Sales
Business Development, Sales Consultant, Sales Representative -
Business
Business Development
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 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- 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.
- 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.
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.
License or Certification:
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Required 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.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
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