First Carolina Bank · 1 week ago
Senior Treasury Solutions Advisor
Cary, NC
Full-time
Hybrid
Senior Level
5+ years expFirst Carolina Bank is seeking a Senior Treasury Solutions Advisor to drive the growth of the Bank's deposit business through treasury management services. The role involves managing the sales cycle, consulting with bankers, and servicing accounts to enhance profitability and client relationships.
BankingFinanceFinancial Services
Hiring Manager
Michelle George
Responsibilities
Manages all elements of the treasury management sales cycle including business development, creating and delivering sales presentations and product demonstration
Partner with bankers by consulting on sales opportunities with a focus on those customers with extensive and complex treasury and deposit needs
Increases the bank's profitability by expanding the use of treasury management services among existing business clients and prospects
Services new and existing accounts, monitors customer relationships to ensure proper servicing of accounts and to identify growth opportunities
Work closely with retail and operations teams to onboard new client accounts, merchant service, and commercial card referrals
Assist with implementation of new treasury products/services
Provide feedback to external vendors regarding customer-facing issues/concerns
Perform other duties as assigned by Management
Wire Signing Authority, ACH, RDC, & Online Wires Signing Authority
Ensures appropriate due diligence is exercised in new account opening, credit applications, wire transfers, maintenance of files, credit bureau reporting and other processes
Exercises good judgment that balances risk to shareholders and customer experience when making decisions
BSA, fraud, identity theft
Qualification
Required
College degree in business, finance, or related area, or
5+ years progressive banking/treasury experience
Sales/Marketing experience
Excellent written & verbal communication
Working knowledge of Microsoft Office
Multitask, organize, and prioritize
Public Relations skills
Preferred
JHA product knowledge
Strong knowledge of depository/treasury management products
Company
First Carolina Bank
First Carolina Bank is a community bank that provides commercial banking services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$113.69M2024-12-23Undisclosed· $45.5M
2020-10-05Series Unknown· $16.69M
2020-09-09Series A
Leadership Team
Kristen Brabble
Chief Operating Officer
Chadwick Reese
Chief Investment Officer
Recent News
Seattle TechFlash
2025-09-01
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2025-07-28
Company data provided by crunchbase