First Citizens Bank · 2 weeks ago
Treasury Sales Officer II
Columbia, SC
Full-time
Hybrid
Mid, Senior Level
6+ years expFirst Citizens Bank is focused on providing Treasury Management Services products and services. The Treasury Sales Officer II is responsible for promoting, selling, and managing these services to generate non-interest fee income, while also acquiring new clients and expanding existing relationships.
BankingInsuranceLendingPaymentsWealth Management
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
Qualification
Required
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
Knowledge of TM Solutions
Knowledge of business' working capital cycle
Experience presenting proposals to clients
CTP (Certified Treasury Professional)
Ability to travel through out South Carolina and Augusta, GA
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
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-23
Talk Business & Politics
2026-01-16
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