Treasury Management Sales Advisor: Payments & Tech

First Citizens; New York, Phoenix, Boston, Raleigh (NY, AZ, MA, NC); Hybrid; USD 90,000 - 130,000; Full time

Job summary

First Citizens is seeking a Treasury Management Sales Advisor in its Innovation Banking group. The role blends client relationship management with strategic payments solutions tailored to technology-forward clients.

You will work across cross-functional teams to optimize client experiences and expand the bank's multifaceted value proposition. Ideal candidates bring treasury sales experience and a proven ability to build trusted advisory relationships, with strong communication and negotiation

Qualifications

• Bachelor's degree with 2+ years Treasury Sales experience.
• HS diploma or GED with 6+ years Treasury Sales experience.

Responsibilities

• Sell the full suite of payments products and services focused on technology forward solutions.
• Assess client needs, negotiate pricing, and provide market-competitive solutions.
• Review client portfolios to identify gaps in cash management and expand relationships.
• Establish and maintain high client satisfaction across the portfolio.
• Develop sales strategies to meet goals and cross-sell opportunities.
• Partner with senior Managers to achieve cross-sell goals.

Skills

Relationship building

Treasury sales

Payment solutions

Negotiation

Analytical thinking

Excel

PowerPoint

Education

Bachelor's Degree

HS diploma/GED with treasury sales experience

Tools

Excel

PowerPoint

Job description

First Citizens is seeking a Treasury Management Sales Advisor in its Innovation Banking group. The role blends client relationship management with strategic payments solutions tailored to technology-forward clients.

You will work across cross-functional teams to optimize client experiences and expand the bank's multifaceted value proposition. Ideal candidates bring treasury sales experience and a proven ability to build trusted advisory relationships, with strong communication and negotiation