Treasury Sales Advisor – Payments & Tech Solutions (Hybrid)

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

Job summary

First Citizens Bank is seeking a Treasury Management Sales Advisor within its Innovation Banking group in New York. The role emphasizes relationship-building, selling a full suite of payments products, and delivering strategic cash management solutions to technology-focused clients.

You will collaborate with cross-functional teams to position the bank's multifaceted value proposition and drive cross-sell opportunities while maintaining high client satisfaction.

Qualifications

• Bachelor's degree required; Treasury Sales experience preferred.
• HS Diploma/GED with 6+ years in Treasury Sales may qualify.
• Experience in payments/FinTech related roles is a plus.

Responsibilities

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

Skills

Relationship building

Treasury sales

Payments solutions

Analytical skills

Communication skills

MS Office (Word, Excel, PowerPoint)

Education

Bachelor's Degree

HS Diploma/GED + 6 years Treasury Sales

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

First Citizens Bank is seeking a Treasury Management Sales Advisor within its Innovation Banking group in New York. The role emphasizes relationship-building, selling a full suite of payments products, and delivering strategic cash management solutions to technology-focused clients.

You will collaborate with cross-functional teams to position the bank's multifaceted value proposition and drive cross-sell opportunities while maintaining high client satisfaction.