Business Banking: Cash Management Advisor

First Citizens Bank

Naples (FL)

On-site

USD 52,000 - 75,000

Full time

6 days ago

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Job summary

First Citizens Bank in Naples, FL is seeking a Business Services Representative to provide cash management solutions and a full range of business deposits for commercial clients. You will partner with bankers to become a subject matter expert in business deposits and related services.

The role emphasizes sales, relationship building, and compliance, with daily activities including outreach to prospects, serving customers, and collaborating across teams to drive growth and ensure accurate

Qualifications

Bachelor's degree with 2+ years in sales or financial services sales, or a high school diploma with 6+ years of sales experience.
Experience in business banking, lending, merchant services, treasury management.
Valid driver's license; frequent driving to offices and customers.

Responsibilities

Sales – achieve individual/team financial, production and relationship goals and engage with customers, prospects and referral sources.
Service Standards – foster partnerships, uncover sales opportunities, and address customer needs with proactive conversations.
Operations and Administration – comply with regulations and policies, ensure accurate transactions and efficient office operations.