Hybrid Treasury Growth & Payments Advisor

First Citizens Bank; Raleigh (NC); Hybrid; USD 74,000 - 98,000; Full time

Job summary

First Citizens Bank is seeking a Treasury Management Sales Associate for a hybrid role that blends in-office collaboration with remote work. You will support Treasury Management Advisors, conduct research, and independently manage opportunities to grow client portfolios and revenue.

Responsibilities include preparing proposals, maintaining CRM records, and delivering consultative recommendations. Qualifications include a bachelor’s degree or equivalent experience in financial services, with

Qualifications

• Bachelor's degree required or 5+ years in related financial services for High School Diploma route.
• Experience in Treasury Management, Cash Management, or Commercial Banking is preferred.
• Strong analytical, presentation, and client-facing skills.

Responsibilities

• Partner with Treasury Management Advisors to develop sales strategies and go-to-market plans.
• Research clients and markets to identify treasury opportunities and drive revenue growth.
• Prepare pricing proposals, profitability analyses, and client presentations.
• Manage portfolios, support client retention, and adoption of treasury services.
• Independently manage opportunities from discovery to close and maintain CRM records.
• Conduct discovery to understand client workflows, liquidity needs, and fraud mitigation.
• Provide consultative recommendations aligned with client objectives and treasury best practices.
• Collaborate with implementation and solution delivery teams to ensure client success.

Skills

Sales strategy

Client research

CRM & forecasting

Consultative selling

Mentoring

Education

Bachelor's degree

High School Diploma/GED

Tools

CRM (Salesforce)

Forecasting tools

Job description

First Citizens Bank is seeking a Treasury Management Sales Associate for a hybrid role that blends in-office collaboration with remote work. You will support Treasury Management Advisors, conduct research, and independently manage opportunities to grow client portfolios and revenue.

Responsibilities include preparing proposals, maintaining CRM records, and delivering consultative recommendations. Qualifications include a bachelor’s degree or equivalent experience in financial services, with