FIRST-CITIZENS BANK & TRUST COMPANY logo

Global Treasury & Payments Advisor I

FIRST-CITIZENS BANK & TRUST COMPANY

NEW YORK, NY · HybridJob$88–118K/yrSeen todaySeen in employer's feed today

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

At a glance

Compensation
$88–118K/yr
Location
NEW YORK, NYHybrid
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

First Citizens Bank seeks a Treasury Management Sales Associate to support sales advisors, grow portfolios, deepen client relationships, and deliver treasury solutions. The role combines strategic sales support, client engagement, independent sales execution, and post-implementation support. The associate collaborates across relationship management, product, service, implementation, and solution delivery teams to contribute to revenue growth.

Skills & qualifications

RequiredNice to have

Skills

Sales StrategyPortfolio PlanningMarket ResearchPricing AnalysisProfitability AnalysisClient PresentationsClient Relationship ManagementSales Opportunity ManagementTreasury DiscoveryConsultative RecommendationsPipeline ForecastingCRMPayment InnovationsFintechTreasury ManagementCash ManagementCommercial BankingPaymentsTreasury Sales SupportFinancial Services

Qualifications

Bachelor's Degree or High School Diploma/GED1+ Years Treasury or Related Experience or 5+ Years Relevant Experience

Full job description

Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.We are seeking a dynamic, highly motivated Treasury Management Sales Associate to support Treasury Management Sales Advisors. The associate partners with Advisors to drive portfolio growth, deepen client relationships, execute strategic sales initiatives, and deliver treasury solutions that meet client needs.This role combines strategic sales support, client engagement, independent sales execution, and post-implementation client support. The individual will collaborate across Relationship Management, Product, Service, Implementation, and Solution Delivery teams while contributing to revenue growth through both advisor-led and independently managed opportunities. Responsibilities & Qualifications * Partner with Treasury Management Sales Advisors to develop and execute sales strategies, portfolio plans, and go-to-market initiatives. * Conduct client, prospect, industry, and competitive research to identify treasury opportunities and support revenue growth. * Prepare, account structures, pricing proposals, profitability analyses, fee comparisons, and client presentations. * Manage strategic client portfolios by supporting client retention, wallet share expansion, and treasury solution adoption. * Independently manage designated treasury sales opportunities from discovery through close, including inbound referrals and reactive opportunities. * Conduct treasury discovery conversations to understand client workflows, payment processes, liquidity needs, and fraud mitigation requirements. * Deliver consultative recommendations aligned with client business objectives and treasury best practices. * Partner with implementation service, and solution delivery teams to ensure client satisfaction and successful adoption of treasury services. * Maintain accurate pipeline, forecasting, CRM, proposal tracking, and reporting activities. * Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings. * Provide mentoring, onboarding assistance, and best-practice sharing for newer Sales Associates as appropriate.Qualifications:Minimum Required Education and Experience: Bachelor's degree and 1 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience ; OR High School Diploma/GED and 5 years of relevant experience.#hybrid Additional Information 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.If hired in NY, the base pay for this position is generally between $88,200.00 and $117,600.00 If hired in NC, the base pay for this position is generally between $73,500 and 98,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.