Treasury Growth & Payments Advisor - Hybrid

First Citizens Bank; New York (NY); Hybrid; USD 88,000 - 117,000; Full time

Job summary

First Citizens Bank is seeking a dynamic Treasury Management Sales Associate for a hybrid role based in New York. The position supports Sales Advisors across Corporate Banking and Middle Market Banking, handling client engagement, portfolio management, and independent sales execution.

The role requires strong treasury knowledge, analytical skills, and the ability to manage internal sales processes while identifying and closing opportunities for treasury solutions.

Qualifications

• Bachelor's Degree or equivalent with relevant treasury/financial services experience.
• Ability to manage client portfolios and conduct treasury opportunity analysis.
• Experience supporting middle market or large corporate treasury relationships is preferred.

Responsibilities

• Partner with Treasury Management Sales Advisors to develop and execute sales strategies across Corporate Banking and Middle Market Banking client portfolios.
• Conduct detailed client, prospect, and industry research to identify treasury opportunities and support revenue growth initiatives.
• Prepare relationship reviews, account analyses, pricing proformas, profitability analyses, fee comparisons, and competitive assessments.
• Assist Advisors with annual portfolio plans, call strategies, campaign execution, and wallet share growth initiatives.
• Monitor portfolio performance and identify cross-sell, up-sell, and treasury product expansion opportunities.
• Maintain awareness of market conditions, economic trends, and competitive positioning.
• Independently manage the sales cycle for designated treasury products and solutions.
• Conduct treasury discovery discussions to understand client workflows, payment processes, and fraud mitigation requirements.
• Deliver consultative recommendations aligned to client business objectives.
• Partner with Advisor to maintain accurate pipeline, forecasting, and CRM information.
• Track proposal status, implementation milestones, and follow-up activities.
• Generate reporting and analytics supporting portfolio and business reviews.
• Support achievement of sales goals through disciplined pipeline management.
• Fundamental knowledge of receivables, payables, liquidity management, information reporting, fraud prevention, commercial card, and emerging payment solutions.
• Stay current on payment innovations, fintech developments, treasury trends, and banking regulations.
• Serve as a trusted resource for clients, Advisors, and internal partners.

Skills

Treasury Management

Cash Management

Commercial Banking

Payments

Sales Support

Financial Services

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a dynamic Treasury Management Sales Associate for a hybrid role based in New York. The position supports Sales Advisors across Corporate Banking and Middle Market Banking, handling client engagement, portfolio management, and independent sales execution.

The role requires strong treasury knowledge, analytical skills, and the ability to manage internal sales processes while identifying and closing opportunities for treasury solutions.