Treasury Management Sales Executive

First Citizens Bank; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

First Citizens Bank in Raleigh seeks a Treasury Sales Officer to promote, sell, and manage Treasury Management Services to large corporate clients, generating non-interest fee income. You will lead new client acquisition and expand existing relationships through cross-selling and formal proposals.

This role serves as a secondary relationship officer for sizable commercial clients, guiding teams, delivering needs assessments, and presenting tailored Treasury proposals.

Qualifications

• Bachelor's Degree with 6+ years in Commercial Banking or Commercial Sales.
• Alternative: High School Diploma or GED with 10+ years in Commercial Banking or Commercial Sales.
• CTP (Certified Treasury Professional) preferred.

Responsibilities

• Sales: identify profitable banking relationships and call on clients; conduct reviews and cross-sell revenue opportunities.
• Proposal Development: prepare and present formal written proposals for large corporate and nonprofit clients.
• Service & Support: coordinate setup of sales closings and act as secondary relationship contact.
• Product Specialist: educate relationship managers on Treasury Services and related benefits.

Skills

Commercial Banking

Sales Experience

Education

Bachelor's Degree

High School Diploma or GED

CTP Certification

Job description

First Citizens Bank in Raleigh seeks a Treasury Sales Officer to promote, sell, and manage Treasury Management Services to large corporate clients, generating non-interest fee income. You will lead new client acquisition and expand existing relationships through cross-selling and formal proposals.

This role serves as a secondary relationship officer for sizable commercial clients, guiding teams, delivering needs assessments, and presenting tailored Treasury proposals.