Home
/
Customer Service
/
Business Services Representative (Small Business Specialist)
Business Services Representative (Small Business Specialist)-May 2024
Beaverton
May 8, 2025
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Business Services Representative (Small Business Specialist)

  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:

  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.

  #LI-MW1

  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 salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, 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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Patient Care Coordinator - Gastroenterology - Seattle, WA
For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Cari
Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Loss Prevention Customer Service Associate - Tactical - Rivergate
All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the ever
Client Service Coordinator
Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productiv
Team Lead Access Operations - Muskego, WI
Opportunities with ProHealth Care, part of the Optum family of businesses. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more t
Retail Loss Prevention Customer Service Associate
Style is never in short supply at our more than 500 HomeGoods stores and we are constantly on a mission to provide the little surprises and extra touches that make a house feel like home. Same with w
Patient Access Specialist (Dignity Health Cancer Institute) - Phoenix, AZ
$2,000 Sign-On Bonus for External Candidates Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will
Retail Loss Prevention Customer Service Associate
Style is never in short supply at our more than 500 HomeGoods stores and we are constantly on a mission to provide the little surprises and extra touches that make a house feel like home. Same with w
Retail PART-TIME Customer Service Supervisor TJ MAXX MCMURRAY
Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to st
Part Time Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved