Treasury Management Sales 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

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

First Citizens Innovation Banking, formerly Silicon Valley Bank, serves some of the world's most innovative companies, investors, and entrepreneurs from start-up to scale and beyond. With more than 40 years of experience supporting the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors, providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive.

Responsibilities & Qualifications

As a Treasury Management Sales Advisor in our Innovation Banking group, you will play an integral role in our clients' growth journey. You are an experienced relationship builder with a customer-focused approach to sales. With a deep understanding of your clients' business models and their current and emerging needs, you will be a trusted advisor providing timely, strategic, and scalable payments solutions. Internally, you will collaborate with cross-functional teams to enhance each client's experience and best position our multifaceted value proposition.

In this role you will

• Sell the full suite of FCB's payments products and services with a focus on technology forward payment solutions.
• Assess your customer needs and recommend effective strategies; negotiate pricing to optimize profitability; and 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, including having your finger on the pulse of emerging technologies.
• Establish and maintain a high level of client satisfaction across your assigned portfolio.
• Develop sales strategies to meet sales goals and product penetration goals.
• Partner with senior Managers in the Commercial Bank to achieve cross sell goals.

Qualifications

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

Preferred Qualifications

• Like people! A history of developing and cultivating relationships with clients of all sizes. Our team focuses on solving clients' challenges. Creating strategic and positive client experiences that help us build long-term customers. Curiosity and self-motivation are two key characteristics of our most successful salespeople.
• Related experience in the payments/FinTech industry, with either a product or sales focus. Strong aptitude for payment and technology solutions. Once on board, you will be provided with training to develop a thorough knowledge of FCB's bank operations, platforms and products.
• Skilled in crafting effective client facing and internal communications. The ability to effectively communicate your ideas and thoughts via written or verbal channels.
• The ability to manage the evolving landscape of the Payment industry. Technology is driving rapid change in our space. This means our Team must adapt quickly to this change to maintain SVB's market leadership.
• The ability to work and think independently and strategically is critical. This is not a linear role. Strong organizational and time management skills are required. Multi-tasking and prioritization skills are critical to monitor and engage with multiple projects and colleagues in tandem with your portfolio of clients.
• Skilled in Word, Excel, and PowerPoint enabling you to download & sort information, look for analytic value and present ideas in a simple but effective format.

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.