Cash Management Solutions Specialist

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 deliver cash management solutions to commercial relationships. You will partner with Commercial Bankers as a subject matter expert in business deposits and related services, and self-source new business opportunities.

The role emphasizes sales performance, customer service standards, and compliant operations. A Bachelor's degree with 2 years of sales or financial services experience, or a HS diploma with 6

Qualifications

• Bachelor's Degree with 2+ years in sales or financial services sales OR HS diploma with 6 years in sales or financial services sales
• Preferred: business development, business banking, lending, merchant services, treasury management, small business banking
• Valid driver's license; frequent driving to other offices and customers; bank car not provided
• Structured sales process, financial guidance, financial literacy, knowledge of business deposits and cash management solutions

Responsibilities

• Sales: achieve individual and team financial, production and relationship metrics
• Service Standards: foster partnerships, uncover opportunities, ensure customer conversations add value
• Operations and Administration: comply with regulations, training deadlines, and deposit operations

Skills

Structured sales process

Financial guidance & expertise

Financial literacy

Business deposits & cash management

Business development

Networking & centers of influence

Retail & wealth solutions knowledge

Education

Bachelor's Degree

High School Diploma or GED

Job description

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

The role emphasizes sales performance, customer service standards, and compliant operations. A Bachelor's degree with 2 years of sales or financial services experience, or a HS diploma with 6