Global Treasury & Payments Advisor I

First Citizens Bank•Boston, MA

12d•Hybrid

About The Position

This is a hybrid role, with work regularly taking place both inside and outside a company office. The Treasury Management Sales Associate supports Treasury Management Sales Advisors across Middle Market Banking and/or Commercial Finance portfolios. The role partners with advisors to grow portfolios, deepen client relationships, execute strategic sales initiatives, and deliver treasury solutions that meet client needs. It combines strategic sales support, client engagement, independent sales execution, and treasury relationship support. The associate collaborates with internal partners to identify opportunities, execute sales strategies, and support seamless delivery and an exceptional client experience.

Requirements

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

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 strategic client portfolios by contributing to 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 and service teams to support client satisfaction and successful adoption of treasury services.
Manage pipeline, forecasting, proposal tracking, and reporting accurately in applicable CRM systems, 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.