Global Treasury & Payments Advisor III

First Citizens Bank•Charlotte, NC

54d•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. This individual contributor sales role will be responsible prospecting, positioning, and onboarding new Payment Facilitation (PayFac) clients to the bank. This position is responsible for providing counsel on treasury and payment strategies, lead key client relationships, and contribute to the strategic direction of advisory services team.

Requirements

Bachelor's Degree and 4 years of experience in global treasury operations, payment systems, and financial markets OR High School Diploma or GED and 8 years of experience in global treasury operations, payment systems, and financial markets
Strategic thinking
Global treasury and payments expertise
Risk management
Client relationship management
Financial modeling
Negotiation skills
Expert-level understanding of global treasury operations, payment systems, and financial markets
Comprehensive knowledge of regulatory frameworks governing global treasury and payment services
Deep understanding of emerging technologies and their potential impact on treasury and payment landscapes.

Responsibilities

Provide expert counsel to key clients on complex treasury and payment strategies.
Lead high-level client presentations and strategy sessions.
Develop and implement tailored solutions for clients' treasury and payment needs.
Determine profitability of existing and prospective banking relationships and direct sales efforts accordingly.
Lead sales efforts and annual relationship reviews with high-value clients.
Identify and pursue cross-selling opportunities to maximize client value and bank revenue.
Serve as a subject matter expert on Treasury Services concepts, products, features, and benefits.
Conduct in-depth analysis of market trends and their impact on treasury and payment solutions.
Contribute to the development of new products and services based on market needs and client feedback.
Mentor junior team members and contribute to the overall growth of the advisory team.
Collaborate with internal teams to enhance process efficiencies and service delivery.
Represent the treasury and payments advisory function in cross-functional initiatives.