Senior Global Treasury & Payments Advisor

First Citizens; New York (NY); Hybrid; USD 123,000 - 164,000; Full time

Job summary

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in a hybrid role based in New York. You will build trusted relationships, selling a full suite of payments products while closely aligning with cross-functional teams to optimize client experiences and profitability.

The role emphasizes strategic advisor capabilities, market-driven pricing, and expanding client cash-management relationships within the innovation banking sector.

Qualifications

• Bachelor's Degree required and 2+ years in Treasury Sales, or HS Diploma/GED with 6+ years Treasury Sales experience.
• Experience selling payments solutions and building client relationships.
• Strong communication and ability to work with cross-functional teams.

Responsibilities

• Sell the full suite of payments products with a 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 high client satisfaction and develop strategies to meet sales and product penetration goals.
• Partner with senior Managers in Commercial Bank to achieve cross-sell goals.

Skills

Treasury Sales

Relationship Building

Cross-functional Collaboration

Communication

Customer Focus

Education

Bachelor's Degree

HS Diploma/GED with 6 years Treasury Sales

Tools

Excel

Word

PowerPoint

Job description

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in a hybrid role based in New York. You will build trusted relationships, selling a full suite of payments products while closely aligning with cross-functional teams to optimize client experiences and profitability.

The role emphasizes strategic advisor capabilities, market-driven pricing, and expanding client cash-management relationships within the innovation banking sector.