Treasury Management & Payments Advisor

First Citizens Innovation Banking; Boston (MA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in our Innovation Banking group. You will build strong client relationships and serve as a trusted advisor on payments solutions, collaborating with cross-functional teams, and helping clients grow through strategic treasury services.

The role emphasizes selling technology-forward payments, tailoring solutions to client needs, and expanding existing relationships within a portfolio.

Qualifications

• Bachelor's Degree and 2 years' experience in Treasury Sales or HS diploma/GED with 6 years' expereince in Treasury Sales.

Responsibilities

• Sell the full suite of FCB's payments products and services with a focus on technology forward payment solutions.
• Assess customer needs and recommend effective strategies; negotiate pricing to optimize profitability; provide market-competitive solutions for clients.
• Review client portfolios to determine gaps in cash management products or opportunities to expand existing relationships; be recognized as trusted advisor in payments products and services.

Skills

Relationship building

Sales

Payments knowledge

Communication

Education

Bachelor's degree

HS diploma/GED

Tools

MS Office

Job description

First Citizens Innovation Banking is seeking a Treasury Management Sales Advisor in our Innovation Banking group. You will build strong client relationships and serve as a trusted advisor on payments solutions, collaborating with cross-functional teams, and helping clients grow through strategic treasury services.

The role emphasizes selling technology-forward payments, tailoring solutions to client needs, and expanding existing relationships within a portfolio.