Treasury & Business Deposits Solutions Specialist

First Citizens Bank; Winter Park (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Competitive rewards

Job summary

First Citizens Bank in Winter Park, FL seeks a Business Services Representative who guides cash management solutions for commercial clients and partners with bankers to grow deposits and related services. You will source new business opportunities, uphold service standards, and ensure accurate operations while complying with regulations.

The role emphasizes sales discipline, financial guidance, and knowledge of business deposit and cash management solutions, with frequent field visits and

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
• Preferred area includes business development, business banking, lending, merchant services, treasury management
• Must possess a valid driver's license and frequent driving to other offices and clients

Responsibilities

• Sales: Achieve individual/team financial and relationship goals; engage with customers and referral sources.
• Service Standards: Foster partnerships, uncover sales or referral opportunities, optimize performance with coaching and tools.
• Operations and Administration: Comply with regulations and policies; manage risk, training deadlines, and general office duties

Skills

Structured sales process

Financial guidance

Financial literacy

Business deposit knowledge

Cash management solutions

Business development

Networking

Education

Bachelor's Degree

High School Diploma or GED

Tools

Driver's license

Job description

First Citizens Bank in Winter Park, FL seeks a Business Services Representative who guides cash management solutions for commercial clients and partners with bankers to grow deposits and related services. You will source new business opportunities, uphold service standards, and ensure accurate operations while complying with regulations.

The role emphasizes sales discipline, financial guidance, and knowledge of business deposit and cash management solutions, with frequent field visits and