Treasury Sales Officer II

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

Overview

This position promotes, sells, and manages Treasury Management Services products and services to generate non-interest fee income for the Bank, focusing on clients of an advanced size and complexity. Responsible for new client acquisition and expansion of existing relationships through cross-selling and direct sales efforts. Determines client needs to prepare and deliver formal proposals, soliciting Treasury Services and other depository services, and assists in wider sales initiatives. Serves as secondary relationship officer for large commercial clients, influencing profitability of commercial prospects and customers. May provide guidance to less experienced associates in the work group.

This position may be hried in as a Treasury Sales Officer III, depedant on skills and experience.

Responsibilities

• Sales - Determines profitability of existing and prospective banking relationships, and assists in identifying appropriate clients to call. Conducts sales efforts and annual relationship reviews. Participates in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue. Mines for prospective cross-selling opportunities from the Bank's customer data bases.
• Proposal Development - Prepares and presents formal written proposals for large corporate, municipal, and nonprofit bank relationships based on needs gathering.
• Service & Support - Coordinates, supervises, and implements the setup of sales closings. Serves as ongoing secondary relationship contact for larger entities, assisting with inquiries, sales, and other general support.
• Product Specialist - Educates retail, business, and commercial relationship managers on the Treasury Services concepts, products, features, and benefits. May serve as a general resource for branch associates through product and services knowledge.

Qualifications

Bachelor's Degree and 6 years of experience in Commercial Banking or Commercial Sales OR High School Diploma or GED and 10 years of experience in Commercial Banking or Commercial Sales

Preferred Qualifications

• CTP (Certified Treasury Professional) Certification
• Previous experience in a Treasury Sales Officer role

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.