Global Treasury & Payments Advisor I

Guaranty Bank; Boston (MA); Hybrid; USD 88,000 - 118,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Benefits package

Job summary

First Citizens Bank is seeking a Treasury Management Sales Associate in a hybrid capacity. The role supports Treasury Management Sales Advisors, helping to drive portfolio growth and deepen client relationships through strategic sales initiatives and treasury solutions.

You will collaborate across Relationship Management, Product, Service, Implementation, and Solution Delivery teams while contributing to revenue growth though advisor-led and independent opportunities.

Qualifications

• Bachelor's degree or 1 year of treasury/finance experience required.
• Experience in Treasury Management, Cash Management, or related financial services is a plus.
• Ability to conduct research, build pricing analyses, and prepare client presentations.

Responsibilities

• Partner with Advisors to develop sales strategies and portfolio plans.
• Conduct client and industry research to identify treasury opportunities.
• Prepare pricing proposals, profitability analyses, and client presentations.
• Manage portfolios to support retention, wallet share, and adoption of treasury services.
• Independently manage designated treasury opportunities from discovery to close.

Skills

Treasury management knowledge

Sales support

CRM & analytics

Education

Bachelor's degree

High School Diploma/GED

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

We are seeking a dynamic, highly motivated Treasury Management Sales Associate to support Treasury Management Sales Advisors. The associate partners with Advisors to drive portfolio growth, deepen client relationships, execute strategic sales initiatives, and deliver treasury solutions that meet client needs.

This role combines strategic sales support, client engagement, independent sales execution, and post-implementation client support. The individual will collaborate across Relationship Management, Product, Service, Implementation, and Solution Delivery teams while contributing to revenue growth through both advisor-led and independently managed opportunities.

Responsibilities & Qualifications

• Partner with Treasury Management Sales Advisors to develop and execute sales strategies, portfolio plans, and go-to-market initiatives.
• Conduct client, prospect, industry, and competitive research to identify treasury opportunities and support revenue growth.
• Prepare, account structures, pricing proposals, profitability analyses, fee comparisons, and client presentations.
• Manage strategic client portfolios by supporting client retention, wallet share expansion, and treasury solution adoption.
• Independently manage designated treasury sales opportunities from discovery through close, including inbound referrals and reactive opportunities.
• Conduct treasury discovery conversations to understand client workflows, payment processes, liquidity needs, and fraud mitigation requirements.
• Deliver consultative recommendations aligned with client business objectives and treasury best practices.
• Partner with implementation service, and solution delivery teams to ensure client satisfaction and successful adoption of treasury services.
• Maintain accurate pipeline, forecasting, CRM, proposal tracking, and reporting activities.
• Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings.
• Provide mentoring, onboarding assistance, and best-practice sharing for newer Sales Associates as appropriate.

Qualifications

Minimum Required Education and Experience: Bachelor's degree and 1 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience ; OR High School Diploma/GED and 5 years of relevant experience.

#hybrid

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.

If hired in NY, the base pay for this position is generally between $88,200.00 and $117,600.00 If hired in NC, the base pay for this position is generally between $73,500 and 98,000.00. 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.