Treasury Management Sales Advisor

First Citizens Bank • Boston, MA

5d • Hybrid

About The Position

This hybrid role is part of First Citizens Innovation Banking, formerly Silicon Valley Bank. The group serves innovative companies, investors, and entrepreneurs across sectors including technology, life sciences, healthcare, venture capital, and private equity, providing specialized banking solutions and industry insights.

The Treasury Management Sales Advisor builds client relationships and advises clients on strategic, scalable payments solutions based on their business models and needs. The role works with cross-functional teams to improve the client experience and position the bank’s broader value proposition. It sells payment products and services, identifies cash-management opportunities, develops sales strategies, and partners with Commercial Bank managers to meet cross-selling goals.

Requirements

• Bachelor’s degree and 2 years of experience in Treasury Sales, or a high school diploma/GED and 6 years of experience in Treasury Sales.
• Strong relationship-building and client-focused sales skills.
• Ability to communicate effectively in writing and verbally, including in client-facing and internal communications.
• Ability to work and think independently and strategically.
• Strong organizational, time-management, multitasking, and prioritization skills.
• Proficiency in Word, Excel, and PowerPoint, including using information for analysis and presenting ideas effectively.

Nice To Haves

• Related experience in the payments or FinTech industry, in product or sales.
• Strong aptitude for payment and technology solutions.
• Curiosity, self-motivation, and a history of developing and cultivating relationships with clients of all sizes.
• Ability to adapt to changes in the payments industry and its technology landscape.

Responsibilities

• Sell the full suite of FCB payments products and services, with a focus on technology-forward payment solutions.
• Assess client needs, recommend effective strategies, negotiate pricing to optimize profitability, and provide market-competitive solutions.
• Review client portfolios to identify cash-management product gaps and opportunities to expand existing relationships.
• Serve as a trusted advisor on payments products and services, including emerging technologies.
• Establish and maintain high client satisfaction across the assigned portfolio.
• Develop sales strategies to meet sales and product-penetration goals.
• Partner with senior managers in the Commercial Bank to achieve cross-sell goals.

Benefits

• Competitive benefits program; details are available on the company benefits website.
• For some roles, total compensation may include variable incentives, bonuses, benefits, and/or other awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level