Global Treasury & Payments Advisor I

Overview

This is a remote role that may only be hired in CA.

We are seeking a dynamic and highly motivated Sales Professional to join our team as a Treasury Management Sales Associate. The ideal candidate will partner closely with senior Treasury Management Sales Advisors to develop strategies that drive portfolio growth, build and maintain strong client relationships and contribute to sales goals.

A key aspect of this role involves managing efficient internal sales processes to deliver an exceptional client experience. You will be responsible for preparing client facing sales materials, ensuring data accuracy for new services and assisting with pipeline management. Additionally, you will take the lead on managing and closing sales for our basic treasury products, requiring direct client interaction and a foundational knowledge of our solutions.

Responsibilities

• Strategic Client & Sales Support : Partner with senior Advisors on strategic client portfolios. This includes summarizing prospect information, preparing for client meetings by conducting detailed internal client reviews, creating account structures, developing pricing proposals, performing competitive analysis and building client facing relationship review materials.
• Direct Sales & Client Engagement : Independently manage the sales process for basic treasury management products directly with clients. Proactively work to understand client needs, resolve inquiries, and provide white glove communication and service.
• Go-to-Market Execution : Support the execution of targeted sales campaigns by preparing client facing collateral, tracking activities to ensure pipeline accuracy, conducting post sale follow-up to ensure a seamless client transition and product adoption.
• Cross-Functional Partnership : Act as a key liaison between the sales team and internal partners to ensure a seamless client onboarding and implementation process. Maintain a strong feedback loop with Product team on client needs and internal process improvements.
• Industry Expertise : Independently develop and maintain technical knowledge of the payments industry, including advancements in technology and best practices.

Qualifications

Bachelor's Degree and 1 year of experience in Treasury / Cash Management OR High School Diploma or GED and 5 years of experience in Treasury / Cash Management

Treasury product knowledge. Client relationship management.  Financial analysis. Presentation skills. Basic understanding of treasury operations and payment systems. Familiarity with financial analysis techniques and regulatory requirements. Understanding of client relationship management in financial services.

Preferred Area of Experience : Banking, Supporting Medium to Large Complex Clients

Preferred Area of Study : Business, Finance, or Marketing and Communications

Preferred Education Level : Bachelor’s Degree

Preferred Skills :

The base pay for this position is generally between $91,000.00 and $121,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

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.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.