Cash Management Solutions Specialist

First Citizens Bank; Leesburg (VA); On-site; USD 75,000 - 85,000; Full time

Job summary

First Citizens Bank in Leesburg, VA seeks a Business Services Representative to provide cash management solutions to commercial clients. You will partner with bankers as a subject matter expert in business deposits and related services, and self-source new opportunities.

The role emphasizes sales effectiveness, customer relationship growth, and adherence to banking regulations while delivering efficient operations and service excellence.

Qualifications

• Bachelor's Degree with 2+ years in Sales or financial services sales, or a HS diploma and 6+ years in Sales.
• Preferred experience in business development, business banking, lending, merchant services, treasury management, or small business banking.

Responsibilities

• Sales: achieve individual or team financial, production and relationship results; engage with customers and referral sources; represent the Bank in community events to generate business opportunities.
• Service Standards: foster partnerships; identify sales or referral opportunities; listen, ask questions, and address customer needs.
• Operations and Administration: comply with regulations and bank policies; handle banking transactions efficiently; maintain accurate processes and procedures.

Skills

Structured sales process

Financial guidance

Financial literacy

Business deposit knowledge

Cash management solutions

Networking

Centers of influence

Education

Bachelor's Degree + 2 yrs Sales/financial services

HS Diploma/GED + 6 yrs Sales/financial services

Tools

Business deposits

Cash management tools

Job description

First Citizens Bank in Leesburg, VA seeks a Business Services Representative to provide cash management solutions to commercial clients. You will partner with bankers as a subject matter expert in business deposits and related services, and self-source new opportunities.

The role emphasizes sales effectiveness, customer relationship growth, and adherence to banking regulations while delivering efficient operations and service excellence.