Global Treasury & Payments Advisor I

First Citizens; New York (NY); Hybrid; USD 97,000 - 130,000; Full time

Job summary

First Citizens is seeking a Treasury Management Sales Associate in New York, a hybrid role combining office and remote engagement. You will support Treasury Management Sales Advisors, help develop sales strategies, and conduct client research to identify treasury opportunities and drive revenue growth.

You will independently manage opportunities from discovery to close, engage in discovery conversations about client workflows and liquidity needs, and provide consultative recommendations.

Qualifications

• Bachelor's degree and 1 year of experience OR High School Diploma/GED and 5 years of relevant experience.
• Experience in Treasury Management, Cash Management, Commercial Banking, Payments or related financial services is preferred.
• Strong research, analytical, and client-facing skills.

Responsibilities

• 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, 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 and service teams to ensure client satisfaction and successful adoption of treasury services.
• Proactively manage accurate pipeline, forecasting, proposal tracking, and reporting activities within applicable CRM, including clean opportunity submissions.
• Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings.
• Provide onboarding assistance and best practice sharing for newer Sales Associates as appropriate.

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 across Middle Market Banking, and/or Commercial Finance portfolios. 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 overall treasury relationship support. The individual will collaborate with key internal partners to identify opportunities, execute sales strategies, and to support seamless execution and an exceptional client experience

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, 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 and service teams to ensure client satisfaction and successful adoption of treasury services.


• Proactively manage accurate pipeline, forecasting, proposal tracking, and reporting activities within applicable CRM, including clean opportunity submissions.


• Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings.


• Provide onboarding assistance and best practice sharing for newer Sales Associates as appropriate.

Qualifications

• Bachelor's degree and 1 year of experience OR High School Diploma/GED and 5 years of relevant experience.

Preferred Qualifications

• Experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support or related financial services experience


• Experience supporting middle market or large corporate clients and complex treasury relationships preferred


• Bachelor’s degree in business, finance, economics, marketing, communications, or related field

#hybrid

Additional Information

If hired in NY, the base pay for this position is generally between $97,000.00 and $130,000.00 If hired in NC, the base pay for this position is generally between $82,000.00 and $108,000.00 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.