Business Services Representative
Company: First Citizens Bank
Location: Beverly Hills
Posted on: November 25, 2022
Forever Strong. What sets First Citizens apart Strong leadership,
enduring values and a commitment to helping people and businesses
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
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
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 Type: Must complete federal registration
and annual renewal as required by the SAFE Act. Required, Must
possess a valid driver's license. Position requires frequent
driving to other offices, bank customers, etc. Bank car not
Skill(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%17137366%
Keywords: First Citizens Bank, Beverly Hills , Business Services Representative, Other , Beverly Hills, California
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