Small Business Banking & Deposits Advisor

First Citizens Bank; Boston (MA); On-site; USD 78,000 - 90,000; Full time

Job summary

First Citizens Bank is seeking a Business Services Representative in the Boston area to deliver cash management solutions to commercial clients and partner with bankers to expand deposit services.

The role emphasizes proactive outreach, relationship building, and adherence to regulatory and bank policies, with strong communication, sales, and service skills essential to growth and client goals.

Qualifications

• Bachelor's degree with 2+ years in sales or financial services sales, or a high school diploma/GED with 6+ years in sales.
• Driver's license required; frequent driving to other offices and customers.
• Knowledge of business deposit and cash management solutions.

Responsibilities

• Sales: achieve individual and/or team financial, production and relationship results; generate new business opportunities.
• Service: build partnerships, uncover opportunities, and address customer needs; engage in community events where appropriate.
• Operations: comply with regulations and bank policies; manage risk and ensure operational efficiency.

Skills

Structured sales

Financial guidance

Financial literacy

Business deposits

Networking

Centers of influence

Education

Bachelor's degree

High school diploma

Job description

First Citizens Bank is seeking a Business Services Representative in the Boston area to deliver cash management solutions to commercial clients and partner with bankers to expand deposit services.

The role emphasizes proactive outreach, relationship building, and adherence to regulatory and bank policies, with strong communication, sales, and service skills essential to growth and client goals.