Global Treasury Management Sales Strategist

First Citizens Bank; Charlotte (NC); Hybride; USD 75 000 - 98 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

First Citizens Bank is seeking a Treasury Management Sales Associate to support Sales Advisors across Corporate and Middle Market Banking. The hybrid role involves client engagement, sales execution, and portfolio growth while handling treasury solutions for a range of clients from middle market to large corporate accounts.

The ideal candidate has strong sales acumen, treasury knowledge, and the ability to manage internal sales processes while closing opportunities.

Qualifications

• Bachelor's Degree and 1 year of treasury or related financial services experience OR High School Diploma/GED with 5 years of treasury/cash management experience.

Responsabilités

• Assist in client inquiries and provide insights on treasury and payment solutions.
• Educate clients and associates on treasury products, features, and benefits.
• Assist in the setup of sales closings and act as a secondary contact for clients.
• Analyze treasury and payment market trends and prepare sales leads reports.
• Support in identifying clients and preparing proposals for corporate and nonprofit bank relationships.

Connaissances

Treasury product knowledge

Client relationship management

Financial analysis

Presentation skills

Regulatory knowledge

Sales coordination

Market research

Formation

Bachelor's Degree

High School Diploma or GED

Description du poste

First Citizens Bank is seeking a Treasury Management Sales Associate to support Sales Advisors across Corporate and Middle Market Banking. The hybrid role involves client engagement, sales execution, and portfolio growth while handling treasury solutions for a range of clients from middle market to large corporate accounts.

The ideal candidate has strong sales acumen, treasury knowledge, and the ability to manage internal sales processes while closing opportunities.