Global Treasury & Payments Advisor I

First Citizens Bank; Charlotte (NC); Hybrid; USD 75,000 - 98,000; Full time

Benefits offered by this job

Benefits package

Job summary

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.

Responsibilities

• 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.

Skills

Treasury product knowledge

Client relationship management

Financial analysis

Presentation skills

Regulatory knowledge

Sales coordination

Market research

Education

Bachelor's Degree

High School Diploma or 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 across both the Corporate Banking and Middle Market Banking segments. This role combines strategic sales support, client engagement, and independent sales execution to drive portfolio growth and deliver exceptional client experiences. The Associate will partner closely with Sales Advisors to support strategic client portfolios ranging from Middle Market companies to large, complex corporate relationships. The ideal candidate will possess strong sales acumen, treasury management knowledge, analytical capabilities, and the ability to manage internal sales processes while independently identifying, managing, and closing opportunities for foundational treasury solutions.

Responsibilities & Qualifications

Duties & Responsibilities

• Client Support and Communication - Assist in responding to client inquiries and providing basic insights on treasury and payment solutions. Support the creation of educational materials for clients on treasury products and services. Participate in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs.
• Product Knowledge and Support - Educate clients and associates on Treasury Services concepts, products, features, and benefits. Assist in the setup of sales closings and serve as a secondary relationship contact for clients. Support the team in maintaining operational efficiency and best practices.
• Market Analysis and Research - Conduct analysis of treasury and payment market trends. Prepare reports on high value sales leads for sales advisors. Maintain clean sales pipeline for advisors, ensuring follow-up on any dormant sales opportunities.
• Business Development Support - Assist in identifying appropriate clients to call and conduct sales efforts. Support the preparation of formal written proposals for corporate, municipal, and nonprofit bank relationships.
• Position Specific Skills:
• 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.

Qualifications

Bachelor's Degree and 1 years of experience in OR High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience.

Preferred Experience

Banking or financial services experience supporting middle market and/or large corporate clients and complex treasury relationships.

Core Competencies

• Sales Execution & Coordination
• Consultative Communication & Relationship Building
• Operational Excellence
• Strategic Analysis
• Treasury & Solution Knowledge
• Client Relationship Management
• Presentation Skills
• Financial Analysis
• Project Management

Additional Information

If hired in NY, the base pay for this position is generally between $88,000.00 and $117,000.00 If hired in NC, the base pay for this position is generally between $75,000.00 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.

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.