Business Banking Solutions Expert

2 days ago


Ponte Vedra Beach, Florida, United States First Citizens Bank Full time
Job Title: Business Banking Solutions Expert

Estimated Salary: $60,000 - $80,000 per year

Company Overview:

At First Citizens Bank, we strive to provide strong leadership, enduring values and a commitment to helping people and businesses prosper.

Job Description:

The Business Banking Solutions Expert provides cash management solutions to commercial and business banking relationships, delivering business deposits and related services to clients. This role partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services, and self-sources new business opportunities.

  • Partners with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
  • Develops new business opportunities through business development, networking and establishing referral sources.
  • Introduces customers to other branch team members or bank partners who provide solutions for their financial needs.

A successful candidate is a self-starter with strong sales outreach skills, comfortable with proactive conversation and building trust with clients. They are adaptable, able to learn and adapt quickly to new information and technology, and strive to build strong working relationships with their team and cross-functional partners. They are also capable of building rapport with different personalities to drive positive results.

Required Skills and Qualifications:
  • Bachelor's Degree and 2 years of experience in Sales or financial services sales
  • High School Diploma or GED and 6 years of experience in Sales or financial services sales

Preferred experience in business development, business banking, lending, merchant services, treasury management. Key skills include application of a structured sales process, providing financial guidance and expertise, financial literacy, and knowledge of business deposit and cash management solutions.



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