Hybrid Treasury Sales Advisor - Innovation Banking

First Citizens Innovation Banking; Phoenix (AZ); Hybrid; USD 95,000 - 130,000; Full time

Job summary

First Citizens Innovation Banking in Phoenix seeks a Treasury Management Sales Advisor to drive client growth with technology-forward payment solutions. You will build trusted advisor relationships, collaborate across teams, and align client needs with our payments portfolio.

The role emphasizes strategic selling, cross-functional coordination, and delivering scalable payments services to a diverse client base within a hybrid work model.

Qualifications

• Bachelor's Degree and 2 years' experience in Treasury Sales or HS diploma/GED with 6 years' expereince in Treasury Sales.
• Like people! A history of developing and cultivating relationships with clients of all sizes. Our team focuses on solving clients’ challenges. Creating strategic and positive client experiences that help us build long-term customers.

Responsibilities

• Sell the full suite of FCB's payments products and services with a focus on technology forward payment solutions.
• Assess your customer needs and recommend effective strategies; negotiate pricing to optimize profitability; and provide market-competitive solutions for clients.
• Review client portfolios to determine gaps in cash management products or opportunities to expand existing relationships. Be recognized as trusted advisor in payments products and services, including having your finger on the pulse of emerging technologies.
• Establish and maintain a high level of client satisfaction across your assigned portfolio.
• Develop sales strategies to meet sales goals and product penetration goals.
• Partner with senior Managers in the Commercial Bank to achieve cross sell goals.

Skills

Relationship building

Sales experience

Negotiation

Payments/FinTech knowledge

Education

Bachelor's Degree

HS Diploma or GED

Tools

Word

Excel

PowerPoint

Job description

First Citizens Innovation Banking in Phoenix seeks a Treasury Management Sales Advisor to drive client growth with technology-forward payment solutions. You will build trusted advisor relationships, collaborate across teams, and align client needs with our payments portfolio.

The role emphasizes strategic selling, cross-functional coordination, and delivering scalable payments services to a diverse client base within a hybrid work model.