Tech-Forward Treasury & Payments Advisor (Hybrid)

First Citizens Innovation Banking; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in a hybrid role, combining client-facing activity with collaboration across cross-functional teams to deliver scalable payments solutions. You will build trusted relationships, assess client needs, and drive strategy to expand cash management and payment services.

The role emphasizes relationship management, strategic advisory skills, and the ability to navigate a fast-changing payments landscape within a banking

Qualifications

• Bachelor's degree required; 2 years in Treasury Sales or 6+ years treasury sales if HS diploma.
• Experience developing and cultivating client relationships across varying sizes.

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 portfolios to identify gaps and opportunities in cash management.
• Maintain high client satisfaction across assigned portfolio.
• Develop sales strategies to meet goals and cross-sell objectives.
• Collaborate with Commercial Bank managers to achieve cross-sell goals.

Skills

Treasury sales

Relationship building

Payments solutions

Client-facing communication

Education

Bachelor's Degree

HS diploma/GED with 6 years Treasury Sales experience

Tools

Excel

PowerPoint

Job description

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in a hybrid role, combining client-facing activity with collaboration across cross-functional teams to deliver scalable payments solutions. You will build trusted relationships, assess client needs, and drive strategy to expand cash management and payment services.

The role emphasizes relationship management, strategic advisory skills, and the ability to navigate a fast-changing payments landscape within a banking