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Business Services Representative; Small Business Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: First Citizens
Full Time position
Listed on 2026-03-11
Job specializations:
  • Business
    Business Development
  • Sales
    Business Development, Sales Consultant
Salary/Wage Range or Industry Benchmark: 78000 - 90000 USD Yearly USD 78000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Business Services Representative (Small Business Specialist)

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.

Responsibilities

The 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.
Qualities of a successful candidate
  • 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.
Qualifications

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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