First Citizens Bank · 1 month ago
Global Treasury & Payments Advisor I
United States
Full-time
Remote
Entry Level
$91K/yr - $121K/yr
1+ years expFirst Citizens Bank is seeking a dynamic and highly motivated Sales Professional to join their team as a Treasury Management Sales Associate. The role involves partnering with senior Advisors to drive portfolio growth, managing sales processes for treasury products, and maintaining strong client relationships.
LendingFinanceBankingPaymentsProperty & Casualty InsuranceInsuranceWealth Management
Responsibilities
Partner with senior Advisors on strategic client portfolios. This includes summarizing prospect information, preparing for client meetings by conducting detailed internal client reviews, creating account structures, developing pricing proposals, performing competitive analysis and building client facing relationship review materials
Independently manage the sales process for basic treasury management products directly with clients. Proactively work to understand client needs, resolve inquiries, and provide white glove communication and service
Support the execution of targeted sales campaigns by preparing client facing collateral, tracking activities to ensure pipeline accuracy, conducting post sale follow-up to ensure a seamless client transition and product adoption
Act as a key liaison between the sales team and internal partners to ensure a seamless client onboarding and implementation process. Maintain a strong feedback loop with Product team on client needs and internal process improvements
Independently develop and maintain technical knowledge of the payments industry, including advancements in technology and best practices
Qualification
Required
Bachelor's Degree and 1 year of experience in Treasury/Cash Management OR High School Diploma or GED and 5 years of experience in Treasury/Cash Management
Treasury product knowledge
Client relationship management
Financial analysis
Presentation skills
Basic understanding of treasury operations and payment systems
Familiarity with financial analysis techniques and regulatory requirements
Understanding of client relationship management in financial services
Preferred
Banking, Supporting Medium to Large Complex Clients
Business, Finance, or Marketing and Communications
Bachelor's Degree
Sales Execution & Coordination: Proven ability to manage the internal processes of complex new sales, ensuring a smooth client experience and seamless alignment with internal stakeholders
Communication & Relationship Building: Exceptional written and verbal communication skills with a distinct sales focus. Ability to build trusted partnerships with aligned Advisors and clients
Functional Expertise: Strong organizational skills and a high level of proficiency with internal sales tools for reporting, client records management and pipeline tracking
Analytical Skills: Proactively develop ideas for client research and outreach to support strategic campaigns, migrations and competitive analysis
Product Knowledge: Demonstrated understanding of the Treasury Management product suite and how to position basic solutions to meet client objectives
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
Frank Holding
Chairman and CEO
C
Craig Nix
Chief Financial Officer
Recent News
2026-02-03
2026-01-23
Talk Business & Politics
2026-01-16
Company data provided by crunchbase