Business Banking Specialist

2 weeks ago


Napa CA US First Citizens Bank Full time

Overview

Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

As a Business Banking Sales Representative, you will be responsible for acquiring and developing commercial and business banking relationships and deliver a full range of business deposits and related services such as Treasury Management and Merchant Services products. The role primarily engages in outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. When used in Banking Center locations, oversees operations.

Responsibilities

Sales-

Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank.

Service & Sales Support and Referrals-

Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs.

Operations and Administration-

Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. The results may include an accountability for individual contribution as well as team performance.

The base pay for this position is relative to your experience but the range is generally $90,000 to $120,000 per year. First Citizens offers a competitive, comprehensive benefits program which you can review here:

Qualifications

Bachelor degree with a minimum of 4 years experience in a sales, financial services, or lending role.

-Or-

High school diploma or GED with a minimum of 8 years experience in a sales, financial services, or lending role.

Preferred Requirements:

Must complete federal registration and annual renewal as required by SAFE Act.

Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Other Preferred Requirements:

Experience in selling business and treasury products and services.

Ability to reach predetermined deposit products and service goals as exhibited through previous experience.

Knowledge of business deposit account types.

Understanding of generic business and treasury products and services.

Ability to work with little supervision.

Possess strong sales skills (i.e., establish commonalities, rapport, trust) and sales techniques (i.e., presentation, diffuse objections and ability to close) and deliver with a high degree of professionalism.

Extensive in-market experience with clients and referral sources/contacts.



  • Napa, California, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.   As a Business Banking Sales...


  • Walnut Creek, CA, United States Fresno First Bank Full time

    FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through...


  • Napa, United States Redwood Credit Union Full time

    Redwood Credit Union is looking for a Business Deposit Specialist who will provide support and technical expertise for various types of Business Deposit accounts, performing semi-routine accounting and administrative duties that vary in levels of complexity. Provide knowledge and guidance to team members with questions, problems, and/or procedures related to...


  • Napa, CA, United States Vision Partners LLC Full time

    At Eye Specialist of Napa Valley, we are seeking an experienced Medical Billing Specialist to join our dynamic team. The Billing Specialist will be responsible for collecting, posting, and managing patient account payments. Responsible for submitting patient claims to insurance companies and following up on the claims with insurance companies. This is a...


  • Carlsbad, CA, USA, United States Western Alliance Bancorporation Full time

    As a Client Care Specialist you will focus on displaying a high level of client service, and providing a professional, prompt, and accurate banking experience and exemplify the departments sales, service, and operations philosophy. You'll perform Specialist, Client, Operations, Business Services, Banking


  • Riverside, CA, United States Pacific Premier Bank Full time

    The Sr. Bank Operations Analyst supports Banking Offices and other various departments throughout the bank to review and approve transactions that fall over established limits as well as monitor and report on high-risk activity. Instrumental in helping to eliminate and prevent financial risks that could be detrimental to organizational...

  • Service Specialist

    7 days ago


    Napa, United States Lucky Supermarkets Full time

    Service Specialist (Grocery Bagger) - Lucky - 1312 Trancas St., Napa, CA 94558 The Service Specialist is an excellent entry level store position, with many opportunities for growth and learning within our Save Mart family of businesses in the grocery Specialist, Grocery, Bagger, Customer Service, Retail


  • San Bernardino County, CA, United States San Bernardino County Full time

    **The Job**: - The **Workforce Development Department** is recruiting for **Business Services Specialists,** who serve as the initial point of contact in engaging businesses, organizations, education, and government agencies. Business Services Specialists conduct outreach; work with special populations; build relationships, synthesize and recommend...

  • Investment Banking

    6 days ago


    San Francisco, CA, United States JP Morgan Chase Full time

    We're seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs an Investment Banking Associate in our Technology group, you will be a key player in our business...


  • Oakland, CA, United States PG&E Corporation Full time

    Requisition ID # 157426  Job Category: Accounting / Finance  Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland    Department Overview   Capital Accounting plays a critical role in ensuring the accuracy of PG&E's financial information related to Plant, Accumulated Depreciation, Construction Work...


  • Oakland, CA, United States PG&E Corporation Full time

    Requisition ID # 157426  Job Category: Accounting / Finance  Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland    Department Overview   Capital Accounting plays a critical role in ensuring the accuracy of PG&E's financial information related to Plant, Accumulated Depreciation, Construction Work...


  • Vienna, VA, US Navy Federal Credit Union Full time

    OverviewAs a Portfolio and Product Architect, you will provide strategic architectural guidance within the assigned domains, ensuring that portfolio and product architectures are aligned with enterprise strategy and roadmaps. You will leverage industry standards and frameworks, adopt modern, cloud-native architectures to enable business innovation and...

  • Retail Specialist

    3 weeks ago


    Napa, United States CareerBuilder Full time

    Heritage brand undergoing transformation with 400 retail stores Dynamic and passionate team! Part Time Flexible location; Melb (Rowville) Sydney or Brisbane; About Us GPC Asia Pacific is the largest automotive aftermarket parts supplier in Australia and New Zealand and encompasses iconic brands such as Repco, Napa, Ashdown Ingram and AMX to name a few.Our...


  • Napa, United States Edward D. Jones & Co., L.P. Full time

    If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an establis Financial Advisor, Associate, Advisor, Financial, Banking, Business


  • Santa Monica, CA, United States CIT Full time

    OverviewThis Director, Relationship Manager Middle Market Banking is responsible for the development and execution of all strategies related to the client experience and relationship development in the Middle Market Banking division. THe Director will direct all client servicing activities to grow and retain business and enhance the client experience....


  • Other US Location Central Trust Bank Full time

    Job DescriptionDo you enjoy solving issues, talking to customers, and not being bored? Join the BankCard team as a Dispute Resolution Specialist. As a Dispute Resolution Specialist, you will work directly with customers to resolve issues. No two days will be alike, as you will work on multiple diverse cases each day.In this role, you will be responsible for...


  • Cupertino, CA, United States Palmdrive Inc. Full time

    BUSINESS Senior Sports Marketing and Business Development Specialist (Cupertino, CA): Devise, evaluate, and improve methods for collecting marketing-related data in education programs and education consultation services with a focus on sports-related areas. Requirements include: Master's degree in Sports Management, Sports Marketing, or Marketing...

  • Investment Banking

    6 days ago


    San Francisco, CA, United States JP Morgan Chase Full time

    We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs a Vice President in Equity Capital Markets, Healthcare team, you’ll have...


  • Los Angeles, CA, United States Selby Jennings Full time

    Investment Banking Vice President will be responsible for: Manage and create excel-based Beauty and Wellness forecast market models. Perform multiple kinds of research using different inputs such as the news, industry-specific databases. Help in the distillation of data into discrete analyses. Be creative in the support of senior leadership with innovative...


  • Orange County, CA, United States ThirtyOne50 Management LLC Full time

    ThirtyOne50 Management is currently seeking an Accounts Payable Specialist to join our team in Santa Ana, CA 92705. ThirtyOne50 Management real estate property management company with a vision to help individuals and communities thrive and reach their full potential. We do this in collaboration with a network of partners who share our vision and who...