Global Treasury & Payments Advisor II

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

Job summary

First Citizens Bank is seeking a Treasury Advisory professional to manage client relationships and drive treasury and payments strategy adoption. You will translate client needs into actionable strategies, support cross-functional delivery, and develop tailored recommendations for mid-sized portfolios.

The role is hybrid, with expected time split between office and other work locations, involving market analysis, proposal development, and ongoing client engagement.

Qualifications

• Bachelor's degree in treasury with at least 2 years' experience OR equivalent experience in treasury.
• Ability to analyze profitability of banking relationships and propose treasury strategies.

Responsibilities

• Client advisory and relationship management including profitability reviews and annual relationship reviews.
• Educate clients and relationship managers on treasury services concepts and products.
• Prepare and present formal proposals for prospective commercial relationships.
• Monitor market trends and regulatory changes affecting treasury operations.

Skills

Client advisory

Relationship management

Proposal writing

Negotiation

Treasury expertise

Financial analysis

Regulatory knowledge

Payments knowledge

Education

Bachelor's degree + 2 years treasury

High School Diploma or GED + 6 years 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.

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 writing
• 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.