Global Treasury & Payments Advisor II

First Citizens; New York (NY); On-site; USD 108,000 - 145,000; Full time

Job summary

First Citizens Bank in New York seeks a Treasury Advisory Client Relationship Manager to bridge execution and strategic advisory services, driving client growth and adoption of treasury and payments products.

The role combines relationship management, proposal development, and cross‑functional collaboration with product, risk and compliance teams, delivering tailored treasury solutions for mid‑ to large‑sized clients in a hybrid work environment.

Qualifications

• Bachelor's Degree and 2 years' Treasury experience, or GED with 6 years Treasury experience.
• Experience in relationship management and client advisory in treasury/payments.
• Strong financial analysis and proposal development skills.
• Knowledge of treasury operations, payment systems, and regulatory requirements.

Responsibilities

• Determine profitability of existing and prospective banking relationships and direct sales efforts accordingly.
• Conduct sales efforts and annual relationship reviews with clients.
• Translate client needs and market insights into actionable treasury and payments strategies in partnership with senior advisors.
• Educate clients and commercial relationship managers on Treasury Services concepts, products, features, and benefits.
• Coordinate, supervise, and implement the setup of sales closings for clients.
• Develop strategies to expand existing client relationships and acquire new business.
• Partner with cross-functional teams to ensure integrated delivery of treasury solutions and regulatory adherence.
• Stay abreast of market trends, technologies, and regulatory changes impacting treasury/payments.

Skills

Business Development

Financial Analysis

Treasury product expertise

Client relationship management

Proposal writing

Negotiation

Treasury operations

Payment systems

Education

Bachelor's Degree and 2 years' in Treasury OR High School Diploma or GED/Equivalent and 6 years' experience in Treasury

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.

This role is responsible for relationship management and proposal development and serves as a bridge between foundational execution and strategic advisory services to drive client growth and treasury/payment products adoptions.

Responsibilities & Qualifications

Client Advisory and Relationship Management

Determine profitability of existing and prospective banking relationships and direct sales efforts accordingly. Conduct sales efforts and annual relationship reviews with clients. Participate in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue. Translate client needs and market insights into actionable treasury and payments strategies in partnership with senior advisors.

Product Expertise and Support

Educate clients and commercial relationship managers on Treasury Services concepts, products, features, and benefits. Serve as a general resource for associates through product and services knowledge. Coordinate, supervise, and implement the setup of sales closings for clients. Act as a trusted resource for clients, supporting mid‑sized client portfolios and delivering tailored recommendations, under the guidance of senior advisors.

Proposal Development and Business Growth

Prepare and present formal written proposals for prospective commercial relationships based on needs. Mine for prospective cross‑selling opportunities from the Bank's customer databases. Develop strategies to expand existing client relationships and acquire new business. Partner with cross‑functional teams (e.g., product, risk, compliance, etc.) to ensure integrated delivery of treasury solutions and regulatory adherence.

Market Analysis and Reporting

Stay abreast of emerging market trends, technologies, and regulatory changes impacting treasury and payments strategies; apply insights to improve client outcomes. Prepare reports on product performance and client utilization of services. Stay updated on regulatory changes affecting treasury operations and payment systems.

Position Specific Skills:

• Business Development Support
• Financial Analysis
• Treasury product expertise
• Client relationship management
• Proposal writingli>
• Negotiation skills
• Strong understanding of treasury operations, payment systems, and related financial products
• Proficiency in financial analysis techniques and proposal development
• Knowledge of regulatory requirements and best practices in treasury management.

Qualifications:

• Bachelor's Degree and 2 years' in Treasury OR High School Diploma or GED/Equivalent and 6 years' experience in Treasury

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.

The base pay for this position is generally between $108,000.00 and $145,000.00. 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.