Tech-Forward Treasury Payments Advisor

First Citizens Bank; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

First Citizens Bank is seeking a Treasury Management Sales Advisor in its Innovation Banking group in New York. In this hybrid role, you will build trusted relationships with technology-focused clients, selling the full suite of payments solutions and strategically advising on cash management.

You will collaborate with cross-functional teams to expand relationships and tailor solutions that meet evolving client needs.

Qualifications

• Bachelor's Degree and 2 years' Treasury Sales experience, or HS diploma/GED with 6 years' Treasury Sales experience.
• Experience in Treasury Sales and payments/FinTech industry is highly desirable.
• Strong communication and negotiation skills with ability to advise clients.

Responsibilities

• Sell the full suite of First Citizens Bank's payments products and services with a focus on technology-forward solutions.
• Assess client needs, negotiate pricing, and provide market-competitive payments strategies.
• Review client portfolios to identify gaps in cash management and opportunities to expand relationships.
• Maintain high client satisfaction across your portfolio.
• Develop sales strategies to meet goals and product penetration targets.
• Collaborate with senior Managers in Commercial Bank to achieve cross-sell goals.

Skills

Customer-focused sales

Relationship building

Strategic thinking

Time management

Education

Bachelor's degree

HS diploma/GED

Tools

Word

Excel

PowerPoint

Job description

First Citizens Bank is seeking a Treasury Management Sales Advisor in its Innovation Banking group in New York. In this hybrid role, you will build trusted relationships with technology-focused clients, selling the full suite of payments solutions and strategically advising on cash management.

You will collaborate with cross-functional teams to expand relationships and tailor solutions that meet evolving client needs.