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The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. 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 salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license.
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Identify referrals for wealth, mortgage and business/commercial banking. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
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Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and also self-sources new business opportunities.
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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 salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license.
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RequiredSkill(s): 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.
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LI-NC1 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 salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license.
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Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
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The Senior FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
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Business development, networking and establishing referral sources to generate new business opportunities. This role delivers a full range of business deposits and related services to clients.
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The role requires the banker to work closely with the Relationship Sales Officer and be a subject matter expert in Community Association Banking deposits and related business services. The candidate should have a proven track record of sales and business development in banking or financial services environment.
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