Small Business Banking & Cash Management Specialist

First Citizens; California; On-site; USD 80,000 - 95,000; Full time

Job summary

First Citizens Bank is seeking a Business Services Representative to deliver cash management and related services to commercial clients. You will work with bankers to source new business and act as a subject matter expert in business deposits.

Role emphasizes regulatory compliance, accuracy in transactions, and building relationships across offices. A Bachelor's degree with 2 years in sales or financial services, or 6 years without a degree, is preferred; a valid driver's license is required.

Qualifications

• Bachelor's degree or higher with 2+ years of sales or financial services experience, or 6+ years in sales or financial services without a degree.
• Knowledge of cash management, business deposits, and related services.
• Driver's license required; frequent driving to other offices.

Responsibilities

• Achieve sales and relationship targets for commercial clients.
• Provide cash management solutions and expert guidance on business deposits.
• Ensure compliance with regulations and bank policies during client interactions.

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Business Services Representative to deliver cash management and related services to commercial clients. You will work with bankers to source new business and act as a subject matter expert in business deposits.

Role emphasizes regulatory compliance, accuracy in transactions, and building relationships across offices. A Bachelor's degree with 2 years in sales or financial services, or 6 years without a degree, is preferred; a valid driver's license is required.