Hybrid Treasury & Payments Solutions Advisor

First Citizens Bank; Boston (MA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

First Citizens Bank is seeking a Treasury Management Sales Advisor within its Innovation Banking group in Boston. This hybrid role combines in-office and remote work, focusing on selling payments solutions and building trusted advisor relationships with technology-forward clients.

You will assess client needs, negotiate pricing, and collaborate with cross-functional teams to expand cash management services while driving growth across an assigned portfolio.

Qualifications

• Bachelor's Degree or HS diploma/GED with 6 years treasury sales experience.
• Experience in treasury sales with a customer-focused, relationship-driven approach.
• Strong communication and negotiation skills.

Responsibilities

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

Skills

Relationship building

Customer-focused sales

Strategic thinking

Time management

Education

Bachelor's Degree

HS diploma / GED with 6 years Treasury Sales experience

Tools

Word

Excel

PowerPoint

Job description

First Citizens Bank is seeking a Treasury Management Sales Advisor within its Innovation Banking group in Boston. This hybrid role combines in-office and remote work, focusing on selling payments solutions and building trusted advisor relationships with technology-forward clients.

You will assess client needs, negotiate pricing, and collaborate with cross-functional teams to expand cash management services while driving growth across an assigned portfolio.