Global Treasury & Payments Strategy Advisor

First Citizens Innovation Banking; Boston (MA); Hybrid; USD 123,000 - 164,000; Full time

Job summary

First Citizens Innovation Banking in Boston, MA, is seeking a Treasury Management Sales Advisor. This hybrid role balances office time with remote work and focuses on delivering payments solutions to innovative clients across technology, life sciences, and venture ecosystems.

You will build trusted relationships, assess client needs, negotiate pricing, and collaborate with cross-functional teams to position the bank's payments products.

Qualifications

• Bachelor's degree and 2+ years in Treasury Sales; or HS diploma/GED with 6+ years Treasury Sales.
• Experience in treasury or payments, and ability to build client relationships.
• Strong communication and analytical skills for sales and product positioning.

Responsibilities

• Sell the full suite of payments products with a focus on technology-forward solutions.
• Assess customer needs, negotiate pricing, and provide market-competitive solutions.
• Review client portfolios to identify gaps in cash management and expand relationships.
• Establish high client satisfaction and develop sales strategies to meet goals.
• Partner with Commercial Bank Managers to achieve cross-sell objectives.

Skills

Treasury Sales

Relationship Building

Client Communication

Education

Bachelor's Degree

HS Diploma/GED + 6 years Treasury Sales

Tools

Word

Excel

PowerPoint

Job description

First Citizens Innovation Banking in Boston, MA, is seeking a Treasury Management Sales Advisor. This hybrid role balances office time with remote work and focuses on delivering payments solutions to innovative clients across technology, life sciences, and venture ecosystems.

You will build trusted relationships, assess client needs, negotiate pricing, and collaborate with cross-functional teams to position the bank's payments products.