SonicJobs Logo
Left arrow iconBack to search

Business Banking Specialist

First Citizens Bank
Posted 4 months ago, valid for 18 days
Location

Naples, FL, US

Salary

Competitive

Contract type

Full Time

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • First Citizens Bank is seeking a Business Banking Specialist to develop commercial and business banking relationships and provide a range of business deposit services.
  • Candidates must have either a Bachelor's Degree with 4 years of experience or a High School Diploma with 8 years of experience in commercial or business financial services sales.
  • The role involves proactive outreach, engaging with customers, and participating in community events to generate business opportunities.
  • Successful candidates will demonstrate structured sales processes, financial guidance, and networking skills while complying with bank policies and regulations.
  • A valid driver's license is required for frequent travel, and the position offers competitive benefits as part of the total rewards package.
Overview

At First Citizens Bank, together we become better. 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 Specialist, 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.


Responsibilities & Qualifications

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. When appropriate, represents the Bank in the community by attending and participating in civic and community events 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. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.


Service Standards - 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. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.


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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.


Position Specific Skills:
Application of a structured sales process
Providing financial guidance and expertise
Knowledge of business deposit and cash management solutions
Business development
Networking and building centers of influence


Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Commercial or business financial services sales and business development

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

 

#LI-ED1


Additional Information

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 https://jobs.firstcitizens.com/benefits.




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.