Global Treasury & Payments Advisor I

First Citizens Bank•Charlotte, NC

3d•Hybrid

About The Position

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 across both the Corporate Banking and Middle Market Banking segments. This role combines strategic sales support, client engagement, and independent sales execution to drive portfolio growth and deliver exceptional client experiences. The Associate will partner closely with Sales Advisors to support strategic client portfolios ranging from Middle Market companies to large, complex corporate relationships. The ideal candidate will possess strong sales acumen, treasury management knowledge, analytical capabilities, and the ability to manage internal sales processes while independently identifying, managing, and closing opportunities for foundational treasury solutions.

Requirements

Bachelor's Degree and 1 years of experience in OR High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience.
Sales Execution & Coordination
Consultative Communication & Relationship Building
Operational Excellence
Strategic Analysis
Treasury & Solution Knowledge
Client Relationship Management
Presentation Skills
Financial Analysis
Project Management

Nice To Haves

Banking or financial services experience supporting middle market and/or large corporate clients and complex treasury relationships.

Responsibilities

Partner with Treasury Management Sales Advisors to develop and execute sales strategies across Corporate Banking and Middle Market Banking client portfolios.
Conduct detailed client, prospect, and industry research to identify treasury opportunities and support revenue growth initiatives.
Prepare relationship reviews, account analyses, pricing proformas, profitability analyses, fee comparisons, and competitive assessments.
Assist Advisors with annual portfolio plans, call strategies, campaign execution, and wallet share growth initiatives.
Monitor portfolio performance and identify cross-sell, up-sell, and treasury product expansion opportunities.
Maintain awareness of market conditions, economic trends, and competitive positioning.
Independently manage the sales cycle for designated treasury products and solutions.
Conduct treasury discovery discussions to understand client workflows, payment processes, and fraud mitigation requirements.
Deliver consultative recommendations aligned to client business objectives.
Partner with Advisor to maintain accurate pipeline, forecasting, and CRM information.
Track proposal status, implementation milestones, and follow-up activities.
Generate reporting and analytics supporting portfolio and business reviews.
Support achievement of sales goals through disciplined pipeline management.
Fundamental knowledge of receivables, payables, liquidity management, information reporting, fraud prevention, commercial card, and emerging payment solutions.
Stay current on payment innovations, fintech developments, treasury trends, and banking regulations.
Serve as a trusted resource for clients, Advisors, and internal partners.