Business Services Representative; Small Business Specialist
Listed on 2026-03-11
-
Business
Business Development -
Sales
Business Development, Sales Consultant
Overview
Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper.
The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and also self-sources new business opportunities.
ResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following:
- Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
- Business development, networking and establishing referral sources to generate new business opportunities.
- Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.
- Sales Outreach
:
Self-starter that is disciplined enough to manage daily calling activity to achieve required results. - Communication Skills - Interpersonal
:
Comfortable and confident with proactively engaging in conversation. - Customer Service Skills
:
Builds trust and confidence with clients. - Adaptability
:
Has the ability to learn and adapt quickly to new information and technology. - Teamwork
:
Strives to build strong working relationships with those on their team as well as cross-functional relationships. - Influence
:
Capable of building rapport with different personalities to drive positive results.
Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales.
Preferred Area of
Experience:
Business development, business banking, lending, merchant services, treasury management.
License or Certification Type:
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
- Application of a structured sales process
- Providing financial guidance and expertise
- Financial literacy
- Knowledge of retail and wealth solutions referred
- Knowledge of business deposit and cash management solutions
- Business development
- Networking and building centers of influence
If hired in Massachusetts, the base pay for this position is generally between $78,000 and $90,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
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