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Business Services Representative

Business Services Representative

First Citizens BankPalo Alto, CA, US
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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 BSR 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

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 can 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. 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 sales

    Preferred Area of Experience : Business development, business banking, lending, merchant services, treasury management

    License 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

    The base pay for this position is generally between $72,300 and $97,000. Actual starting

    base pay will be determined based on skills, experi

    ence, location, and other non

    discriminatory factors

    permitted by law. For some roles, total compensation may also include variable incentives, bonuses,

    benefits, and / or other awards as outlined in the offer of employment.

    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 https : / / jobs.firstcitizens.com / benefits. #LI-AM3

    Company Description :

    Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

    First Citizens Bank. Forever First®. Member FDIC.

    Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

    If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

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