Home
/
Customer Service
/
Business Services Representative (Small Business Specialist)
Business Services Representative (Small Business Specialist)-March 2024
Walnut Creek
Mar 14, 2026
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.

  The base pay for this position is relative to your experience but the range is generally $66,240 to $114,816 per year. First Citizens offers a competitive, comprehensive benefits program which you can review here: https://jobs.firstcitizens.com/benefits.

  #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
IT Help Desk Support Specialist
This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice.
Service Advisor
Service Advisor Description Our culture believes in POWERING YOUR POTENTIAL . We provide global opportunities to develop your career, make your community a better place and work with today's most inn
Customer Support Associate, Bilingual Turkish (Starlink)
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technolog
Apple Support College Program At Home Advisor
Summary Posted: Nov 30, 2023 Weekly Hours: 20 Role Number:200493334 Home Office: Yes At Apple, we believe that dedication, a lively environment, creativity and innovation fuel the ultimate customer e
Delivery, Senior Associate, Customer Service Dutch Speaker
Our story At Alight, we believe a company's success starts with its people. It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology, allo
Commercial Service Coordinator
Company Overview: The next generation of ADT Commercial is here. At Everon, we truly believe that our people are the difference - for our organization, the customers we serve and the communities we p
Service Manager - Firewall Services
About the Role Service Manager - Firewall Services, Novartis, Prague, Czech Republic 1! Big Engineering organization with great opportunities to work with new technologies on a fast paced environment
Service Rep II
At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning
Apple Support College Program At Home Advisor - Texas Woman's University
Summary Posted: Jul 28, 2023 Weekly Hours: 20 Role Number:200493590 At Apple, we believe that dedication, a lively environment, creativity and innovation fuel the ultimate customer experience. We bel
Delivery, Senior Associate, Customer Service, Dutch Speaker
Our story At Alight, we believe a company's success starts with its people. It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology, allo
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved