Global Treasury & Payments Advisor I

First Citizens Bank•Charlotte, NC

7d•Hybrid

About The Position

This hybrid role regularly requires working both inside and outside a company office. The Treasury Management Sales Associate supports Treasury Management Sales Advisors across Accelerator Growth, Life Sciences, SUB, and FinTech portfolios. The associate partners with advisors to drive portfolio growth, deepen client relationships, execute sales initiatives, and deliver treasury solutions that meet client needs. The role combines strategic sales support, client engagement, independent sales execution, and treasury relationship support. It also involves collaborating with internal partners to identify opportunities, execute sales strategies, and support seamless execution and an exceptional client experience.

Requirements

Bachelor's degree and 1 year of experience in banking, or a high school diploma/GED and 5 years of relevant experience in banking.

Nice To Haves

Experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services.
Experience supporting middle market or large corporate clients and complex treasury relationships.
Bachelor's degree in business, finance, economics, marketing, communications, or a related field.

Responsibilities

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, fee comparisons, and client presentations.
Support client retention, wallet share expansion, and treasury solution adoption across strategic client portfolios.
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 and service teams to support client satisfaction and successful adoption of treasury services.
Manage accurate pipeline, forecasting, proposal tracking, and reporting activities within the applicable CRM, including clean opportunity submissions.
Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings.
Provide onboarding assistance and share best practices with newer Sales Associates as appropriate.