Small Business Growth & Cash Management Specialist

First Citizens; Oro Valley (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

First Citizens Bank seeks a Business Services Representative to deliver cash management solutions and a full range of business deposits to commercial clients. You will partner with Business and Commercial Bankers to expand relationships and self-source new opportunities.

The role emphasizes sales, client guidance, and adherence to bank policies while supporting community banking initiatives and CRA opportunities.

Qualifications

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

Responsibilities

• Sales: achieve individual/team financial, production and relationship results using defined metrics.
• Engage with customers and prospects; represent the Bank in the community to drive opportunities.
• Foster partnerships; uncover sales or referral opportunities and address customer needs.
• Operations: comply with regulations and bank policies; ensure efficient office operations.

Skills

Structured sales process

Financial guidance

Financial literacy

Business deposit knowledge

Cash management solutions

Business development

Networking

Education

Bachelor's Degree

2+ years experience in Sales/financial services

High School Diploma or GED

6+ years experience in Sales/financial services

Job description

First Citizens Bank seeks a Business Services Representative to deliver cash management solutions and a full range of business deposits to commercial clients. You will partner with Business and Commercial Bankers to expand relationships and self-source new opportunities.

The role emphasizes sales, client guidance, and adherence to bank policies while supporting community banking initiatives and CRA opportunities.