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Business Services Representative

Company: First Citizens Bank
Location: Walnut Creek
Posted on: November 23, 2022

Job Description:

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.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 management Required, 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

Keywords: First Citizens Bank, Walnut Creek , Business Services Representative, Sales , Walnut Creek, California

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