Senior Global Treasury & Payments Advisor

First Citizens Bank; Irvine (CA); Hybrid; USD 144,000 - 192,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

First Citizens Bank in Irvine, CA is seeking a Global Treasury & Payments Advisor to manage and grow a portfolio of Middle Market and Commercial Finance clients, delivering treasury and liquidity solutions that drive revenue and deepen relationships.

The role collaborates with banking, product, and implementation teams to provide an integrated treasury experience, requiring strategic thinking and strong client advisory skills in a hybrid work environment.

Qualifications

• Bachelor's degree with 6 years in treasury management or corporate banking.
• Alternative: high school diploma with 10 years in treasury management or corporate banking.
• Experience with Middle Market and Commercial Finance clients.
• Strong consulting, communication and negotiation skills.

Responsibilities

• Strategic client advisory – Provide expert guidance on complex global treasury strategies and tailored solutions.
• Business development and relationship management – Identify growth opportunities and maximize client value.
• Product and market expertise – Analyze trends and contribute to treasury product innovation.
• Thought leadership and mentoring – represent the firm and develop junior team members.

Skills

Strategic thinking

Global treasury & payments expertise

Risk management

Client relationship management

Financial modeling

Negotiation skills

Regulatory frameworks

Emerging technologies in treasury

Education

Bachelor's degree in Finance/Business or related field

High School Diploma or GED + 10 years Treasury/Corporate Banking

Tools

Treasury management systems

Digital banking platforms

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.

The Global Treasury & Payments Advisor is responsible for managing and growing a portfolio of Middle Market and Commercial Finance clients. This role serves as a strategic advisor to clients, delivering treasury and liquidity solutions that drive revenue growth, deepen relationships, and enhance client satisfaction. The Advisor partners closely with banking, product, and implementation teams to deliver an integrated treasury experience.

What We’re Looking For

We are seeking an innovative, client‑centric professional who brings a strategic mindset and a passion for solving complex treasury challenges. The ideal candidate is proactive, collaborative, and thrives in a fast‑paced, growth‑oriented environment.

Responsibilities & Qualifications

Duties & Responsibilities:

Strategic Client Advisory – Provide expert guidance to key clients on complex global treasury and payment strategies. Develop and implement tailored solutions for clients' most challenging treasury and payment needs. Lead high‑level client presentations and strategy sessions.

Business Development and Relationship Management – Identify and pursue significant business opportunities within the global treasury and payments space. Conduct strategic reviews of client relationships to maximize value and identify growth potential. Collaborate with cross‑functional teams to develop comprehensive client solutions.

Product and Market Expertise – Serve as a subject matter expert on advanced treasury and payment concepts, products, and services to internal business partners and clients. Conduct in‑depth analysis of global market trends and their impact on treasury and payment strategies. Contribute to the development of innovative products and services to meet evolving client needs. Collaborate with product teams to drive innovation in treasury and payment solutions.

Thought Leadership and Mentoring – Represent company at industry conferences and forums on global treasury and payments topics. Mentor junior team members and contribute to the professional development of the advisory team.

Position Specific Skills

Strategic thinking

Global treasury and payments expertise

Risk management

Client relationship management

Financial modeling

Negotiation skills

Expert‑level understanding of global treasury operations, payment systems, and financial markets

Comprehensive knowledge of regulatory frameworks governing global treasury and payment services

Deep understanding of emerging technologies and their potential impact on treasury and payment landscapes

Qualifications

Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking.

Preferred Qualifications

• Experience working with Middle Market and Commercial Finance cos $100MM+ in sales size.
• Proven ability to drive revenue growth and manage client portfolios
• Strong consultative selling and client engagement skills
• Excellent communication, presentation, and negotiation abilities
• Ability to analyze client needs and translate into actionable solutions
• Industry Verticals such as Commercial Real Estate and others
• Familiarity with treasury management systems and digital banking platforms
• Strong analytical and strategic thinking skills
• Bachelor’s degree in finance, Business, or related field (MBA a plus)

Additional Information

If hired in CA or NY, the base pay for this position is generally between $144,000 and $192,000.00 If hired in NC, the base pay for this position is generally between $120,000.00 and $160,000.00 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.

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.

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