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About the Role
Seeking a dynamic, highly motivated Treasury Management Sales Associate to support Treasury Management Sales Advisors. This role drives portfolio growth, deepens client relationships, executes sales initiatives, and delivers treasury solutions. It combines strategic sales support, client engagement, independent sales execution, and treasury relationship support.
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.
- Manage strategic client portfolios by supporting 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 ensure client satisfaction and successful adoption of treasury services.
- Proactively manage accurate pipeline, forecasting, proposal tracking, and reporting activities within applicable CRM, including clean opportunity submissions.
- Stay current on payment innovations, fintech developments, treasury trends, banking regulations, and competitive offerings.
- Provide onboarding assistance and best practice sharing for newer Sales Associates as appropriate.
Requirements
- Bachelor's degree and 1 year of experience OR High School Diploma/GED and 5 years of relevant experience.
- Experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support or related financial services experience.
- Experience supporting middle market or large corporate clients and complex treasury relationships preferred.
- Bachelor’s degree in business, finance, economics, marketing, communications, or related field.
Skills
- Treasury Management
- Cash Management
- Commercial Banking
- Payments
- Treasury Sales Support
- Financial services
- Client relationship management
- Sales strategy
- Portfolio management
- CRM
- Payment innovations
- Fintech developments
- Treasury trends
- Banking regulations
- Competitive analysis
Location
- NY
- NC
Work Type
- Hybrid
Experience Level
- 1 year of experience
- 5 years of relevant experience
Education Level
- Bachelor's degree
- High School Diploma/GED
- Bachelor’s degree in business, finance, economics, marketing, communications, or related field
Salary/Compensations
- NY: $97,000.00 - $130,000.00
- NC: $82,000.00 - $108,000.00
Benefits
- Competitive, thoughtfully designed and quality benefits program
About the Company
- First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.