Business Services Representative-Business Development

First Citizens; Area B (Goat River Valley); On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Business Services Representative who is passionate about making a positive impact in the community. This role is pivotal in delivering cash management solutions to commercial clients, requiring a proactive approach to sales and exceptional customer service skills. As you collaborate with business and commercial bankers, you will leverage your expertise to drive business development and establish strong relationships. If you thrive in a dynamic environment and are eager to contribute to a team focused on client success, this opportunity is perfect for you.

Benefits

Comprehensive benefits program

Customized offerings for families

Qualifications

• Bachelor's Degree with 2 years in Sales or financial services, or High School with 6 years in the same.
• Knowledge of business deposit and cash management solutions is essential.

Responsibilities

• Partner with bankers to provide business deposits and treasury solutions.
• Generate new business opportunities through networking and referrals.

Skills

Sales Outreach

Customer Service Skills

Adaptability

Teamwork

Influence

Financial Literacy

Business Development

Networking

Education

Bachelor's Degree

High School Diploma or GED

Job description

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:

1. Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
2. Business development, networking and establishing referral sources to generate new business opportunities.
3. Introducing customers to other branch team members or bank partners who can provide solutions for their financial needs.

Qualities of a Successful Candidate

1. 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.
2. Customer Service Skills: Builds trust and confidence with clients.
3. Adaptability: Has the ability to learn and adapt quickly to new information and technology.
4. Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
5. 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.

Required Skill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge of retail and wealth solutions, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence.

First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits