Treasury & Payments Advisor (Hybrid) – Innovation Banking

First Citizens Innovation Banking; New York (NY); Hybrid; USD 123,000 - 164,000; Full time

Job summary

First Citizens Innovation Banking in New York seeks a Treasury Management Sales Advisor to drive client growth through strategic payments solutions and trusted advisory support. You will work with cross-functional teams to optimize client experiences and expand relationships across a technology-forward payments suite.

The role is hybrid, blending in-office collaboration with remote work, and compensation includes a strong base range with potential bonuses based on performance and experience.

Qualifications

• Bachelor's Degree required or 6+ years Treasury Sales experience in lieu.
• Experience in treasury sales or payments with client-facing responsibilities.
• Strong communication and negotiation skills.

Responsibilities

• Sell the full suite of payments products with a focus on technology-forward solutions.
• Assess client needs, negotiate pricing, and propose market-competitive strategies.
• Review portfolios to identify gaps in cash management and opportunities to expand relationships.
• Maintain high client satisfaction across the portfolio.
• Develop sales strategies to meet targets and product penetration goals.
• Collaborate with senior Managers to achieve cross-sell goals.

Skills

Treasury Sales

Relationship Building

Payments

Cross-functional Collaboration

Negotiation

Client-focused

Education

Bachelor's Degree

HS Diploma/GED

Tools

Excel

PowerPoint

CRM

Job description

First Citizens Innovation Banking in New York seeks a Treasury Management Sales Advisor to drive client growth through strategic payments solutions and trusted advisory support. You will work with cross-functional teams to optimize client experiences and expand relationships across a technology-forward payments suite.

The role is hybrid, blending in-office collaboration with remote work, and compensation includes a strong base range with potential bonuses based on performance and experience.