Small Business Specialist
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.
Responsibilities
- 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 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.
- 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 ways to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
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, small business banking.
- License or Certification Type: Must possess a valid driver's license.
Skills
- Application of a structured sales process,
- providing financial guidance and expertise,
- financial literacy,
- knowledge retail and wealth solutions referred,
- knowledge of business deposit and cash management solutions,
- business development,
- networking and building centers of influence.
Pay
If hired in California, the base pay for this position is generally between $80,000 and $95,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law.
Schedule
Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Benefits
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.