Small Business Cash Management Specialist

First Citizens; Winter Park (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

First Citizens Bank is seeking a Business Services Representative in Winter Park, FL to provide cash management solutions to commercial clients. You will partner with bankers, source new business, and deliver a full range of business deposits and services.

The role emphasizes sales, client guidance, and adherence to bank policies while driving community-focused initiatives and CRA opportunities.

Qualifications

• Bachelor's degree with 2+ years in sales/financial services or HS diploma with 6+ years in the same field.
• Must possess a valid driver's license with frequent driving to other offices/customers.

Responsibilities

• Achieve individual or team sales and relationship goals aligned to community needs.
• Foster partnerships to deliver value for customers and referrals.
• Operate within regulations, policies and procedures to manage risk and ensure accuracy of deposits.
• Apply a structured sales process and provide financial guidance to clients.

Skills

Structured sales process

Financial guidance

Financial literacy

Retail and wealth solutions knowledge

Business deposits and cash management

Business development

Networking and centers of influence

Education

Bachelor's degree + 2 years experience

HS diploma or GED + 6 years experience in sales/financial services

Job description

First Citizens Bank is seeking a Business Services Representative in Winter Park, FL to provide cash management solutions to commercial clients. You will partner with bankers, source new business, and deliver a full range of business deposits and services.

The role emphasizes sales, client guidance, and adherence to bank policies while driving community-focused initiatives and CRA opportunities.