Business Banking Cash Management Advisor

First Citizens; North Beverly (MA); On-site; USD 75,000 - 95,000; Full time

Job summary

First Citizens Bank in Massachusetts is seeking a Business Services Representative to provide cash management solutions for commercial relationships. You will partner with Business and Commercial Bankers as a subject matter expert in business deposits and related services, and self-source opportunities for new business.

The role requires a Bachelor's degree with 2 years of sales or financial services experience, or a High School Diploma with 6 years of sales experience.

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.

Responsibilities

• Sales: achieve individual and team results aligned with metrics and goals.
• Engage with customers, prospects and referral sources to generate business.
• Ensure compliance with bank policies and regulations in all interactions.
• Assist in driving community engagement and relationship development.

Skills

Customer relationship management

Sales strategy

Banking products knowledge

Communication skills

Education

Bachelor's Degree

High School Diploma or GED

Tools

CRM software

MS Office

Job description

First Citizens Bank in Massachusetts is seeking a Business Services Representative to provide cash management solutions for commercial relationships. You will partner with Business and Commercial Bankers as a subject matter expert in business deposits and related services, and self-source opportunities for new business.

The role requires a Bachelor's degree with 2 years of sales or financial services experience, or a High School Diploma with 6 years of sales experience.