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Commercial Banking Services Specialist
2 months ago
Overview:
At First Citizens Bank, we pride ourselves on our strong leadership, enduring values, and our commitment to fostering the growth of individuals and businesses alike.
The Commercial Banking Services Specialist plays a crucial role in delivering cash management solutions tailored to our commercial and business banking clientele. This position encompasses a comprehensive suite of business deposit services and related offerings for our clients.
The Specialist collaborates closely with Business and Commercial Bankers, serving as a knowledgeable resource in business deposits and associated services while also proactively identifying new business opportunities.
Responsibilities:
The key functions of this role include, but are not limited to, the following:
Collaborating with business and commercial bankers during joint client meetings, acting as a knowledgeable resource in business deposits and treasury management solutions.
Engaging in business development, networking, and establishing referral sources to cultivate new business opportunities.Connecting clients with other branch team members or bank partners who can address their financial needs effectively.
Qualities of a successful candidate:
Sales Initiative:
A self-motivated individual who demonstrates discipline in managing daily outreach efforts to achieve desired outcomes.
Communication Skills:
Interpersonal skills that foster comfortable and confident engagement in discussions.
Customer Service Orientation:
Ability to build trust and confidence with clients.
Adaptability:
Quick learner who can adjust to new information and technology seamlessly.
Team Collaboration:
Dedicated to nurturing strong working relationships within the team and across functions.
Influence:
Skilled in establishing rapport with diverse personalities to achieve positive results.
Qualifications:
A Bachelor’s Degree with a minimum of 2 years of experience in sales or financial services sales, or a High School Diploma/GED with at least 6 years of experience in sales or financial services sales.
Preferred Experience:
Background in business development, business banking, lending, merchant services, or treasury management.
License or Certification:
A valid driver's license is required, as the position involves frequent travel to various locations for client meetings and engagements. A bank vehicle is not provided.
Required Skills:
Proficient in applying a structured sales process, providing financial guidance and expertise, possessing financial literacy, and having knowledge of retail and wealth solutions, business deposit products, and cash management solutions, along with a strong ability in business development and networking.
Full-time associates (20+ hours) are eligible for a robust benefits package with customizable options, including those aimed at supporting families in various forms.
For more details regarding our benefits offerings, please refer to our resources.#LI-NC1
