Treasury & Payments Strategy Advisor

First Citizens Bank; New York (NY); Hybrid; USD 108,000 - 145,000; Full time

Job summary

First Citizens Bank is seeking a Treasury Advisory professional to manage client relationships and drive treasury and payments strategy adoption. You will translate client needs into actionable strategies, support cross-functional delivery, and develop tailored recommendations for mid-sized portfolios.

The role is hybrid, with expected time split between office and other work locations, involving market analysis, proposal development, and ongoing client engagement.

Qualifications

• Bachelor's degree in treasury with at least 2 years' experience OR equivalent experience in treasury.
• Ability to analyze profitability of banking relationships and propose treasury strategies.

Responsibilities

• Client advisory and relationship management including profitability reviews and annual relationship reviews.
• Educate clients and relationship managers on treasury services concepts and products.
• Prepare and present formal proposals for prospective commercial relationships.
• Monitor market trends and regulatory changes affecting treasury operations.

Skills

Client advisory

Relationship management

Proposal writing

Negotiation

Treasury expertise

Financial analysis

Regulatory knowledge

Payments knowledge

Education

Bachelor's degree + 2 years treasury

High School Diploma or GED + 6 years treasury

Job description

First Citizens Bank is seeking a Treasury Advisory professional to manage client relationships and drive treasury and payments strategy adoption. You will translate client needs into actionable strategies, support cross-functional delivery, and develop tailored recommendations for mid-sized portfolios.

The role is hybrid, with expected time split between office and other work locations, involving market analysis, proposal development, and ongoing client engagement.