Cash Management Solutions Specialist - Business Banking

First Citizens Bank; Beverly Hills (CA); On-site; USD 78,000 - 90,000; Full time

Job summary

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

The role emphasizes sales, client relationship development, and compliance with bank policies. Frequent travel within the region may be required; compensation reflects California market and

Qualifications

• Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in Sales or financial services sales.
• Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management
• Must possess a valid driver's license; frequent driving to other offices, bank customers, etc.

Responsibilities

• Sales - Achieve individual and/or team financial, production and relationship results; engage with customers, prospects and referrals and generate business opportunities.
• Service Standards - Foster partnerships, uncover sales/referral opportunities and address customer needs with proactive conversations.
• Operations and Administration - Comply with regulations and bank policies, complete required training, and maintain transaction accuracy and operational efficiency.

Skills

Structured sales process

Providing financial guidance

Financial literacy

Knowledge of business deposits and max

Business development

Networking

Education

Bachelor's Degree

High School Diploma or GED

Job description

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

The role emphasizes sales, client relationship development, and compliance with bank policies. Frequent travel within the region may be required; compensation reflects California market and