Small Business Banking & Deposits Pro

First Citizens; North Beverly (MA); On-site; USD 75,000 - 95,000; Full time

Job summary

First Citizens Bank is seeking a Business Services Representative in Massachusetts to provide cash management solutions to commercial client relationships. You will partner with bankers to source new opportunities and deliver a wide range of business deposits and related services.

The role emphasizes sales execution, service standards, and compliant operations, with base pay typically reflecting location, experience, and performance incentives.

Qualifications

• Bachelor's Degree with 2 years of financial services sales experience, or a high school diploma with 6 years of experience in sales.
• Preferred experience includes business development, business banking, lending, merchant services, treasury management, small business banking.
• Must have a valid driver's license and be willing to drive to other offices and client sites.

Responsibilities

• Achieve sales, production and relationship goals aligned with community needs and bank objectives.
• Engage customers, prospects and referral sources to generate business and CRA opportunities.
• Operate in compliance with regulations and bank policies to manage risk and ensure operational efficiency.

Skills

Structured sales process

Financial guidance

Financial literacy

Business deposit knowledge

Networking

Education

Bachelor's degree, 2+ years in financial services sales

High school diploma, 6+ years in sales

Job description

First Citizens Bank is seeking a Business Services Representative in Massachusetts to provide cash management solutions to commercial client relationships. You will partner with bankers to source new opportunities and deliver a wide range of business deposits and related services.

The role emphasizes sales execution, service standards, and compliant operations, with base pay typically reflecting location, experience, and performance incentives.