Senior Global Treasury & Payments Advisor- Corporate Banking Tech

First Citizens Bank • San Francisco, CA

1d • 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. The Global Treasury & Payments Advisor is responsible for managing and growing a portfolio of Corporate Banking Tech clients. This role serves as a strategic advisor to clients, delivering treasury and liquidity solutions that drive revenue growth, deepen relationships, and enhance client satisfaction. The Advisor partners closely with banking, product, and implementation teams to deliver an integrated treasury experience.

Requirements

• Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking
• Strong knowledge of treasury products including payments, receivables, liquidity, FX, and commercial card

Nice To Haves

• Experience working with pre or post IPO Tech clients, specifically in SAAS and Life Sciences
• Proven ability to drive revenue growth and manage client portfolios
• Strong consultative selling and client engagement skills
• Excellent communication, presentation, and negotiation abilities
• Ability to analyze client needs and translate into actionable solutions
• Familiarity with treasury management systems and digital banking platforms
• Strong analytical and strategic thinking skills
• Bachelor’s degree in finance, Business, or related field (MBA a plus)

Responsibilities

• Serve as a trusted advisor to clients by understanding their business models, cash flow cycles, and treasury needs.
• Lead strategic client conversations focused on optimizing working capital, liquidity, and payment processes.
• Build and deepen relationships with key decision-makers across client organizations.
• Own portfolio performance, including revenue growth, profitability, and client retention.
• Identify and execute cross-sell opportunities across treasury products (payments, receivables, liquidity, FX, and card solutions).
• Develop and execute strategic account plans aligned to client and bank objectives.
• Deliver tailored treasury solutions leveraging data insights, benchmarking, and industry trends.
• Position the full treasury platform by aligning solutions to client pain points and strategic goals.
• Stay current on market trends, regulatory changes, and emerging technologies (including digital and AI-driven capabilities).
• Collaborate with Relationship Managers, Product Specialists, and Implementation teams to deliver seamless client experiences.
• Lead pricing and negotiation discussions to optimize relationship profitability.
• Partner on RFP/RFI responses and client presentations.
• Mentor and coach junior treasury staff and analysts.
• Contribute to team best practices, knowledge sharing, and continuous improvement initiatives.

Benefits

• Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees