Small Business Cash Management Advisor

First Citizens; Council (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

First Citizens Bank is seeking a Business Services Representative to deliver cash management solutions to commercial relationships. You will partner with bankers to source deposits and related services while guiding clients with financial expertise and a structured sales approach.

The role emphasizes proactive outreach, community engagement, and adherence to regulatory requirements to manage risk and drive bank objectives.

Qualifications

• Bachelor's Degree and 2 years of experience in Sales or financial services sales
• High School Diploma or GED and 6 years of experience in Sales or financial services sales

Responsibilities

• Sales: achieve individual and team financial, production and relationship results
• Engage customers, prospects and referral sources through proactive outreach
• Represent the Bank in the community to generate additional business and CRA opportunities
• Foster partnerships to deliver value for customers, prospects and colleagues
• Ensure compliance with regulations, bank policies and risk management

Skills

Structured sales process

Financial guidance

Financial literacy

Retail or wealth solutions knowledge

Business deposit knowledge

Networking

Education

Bachelor's Degree

2 years sales/financial services

High School Diploma or GED + 6 years sales

Job description

First Citizens Bank is seeking a Business Services Representative to deliver cash management solutions to commercial relationships. You will partner with bankers to source deposits and related services while guiding clients with financial expertise and a structured sales approach.

The role emphasizes proactive outreach, community engagement, and adherence to regulatory requirements to manage risk and drive bank objectives.