Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Treasury Management Sales Advisor role.
Rezi rewrites your resume against First Citizens Bank's job description. Free.
Tailor your resume to this Treasury Management Sales Advisor role.
Rezi rewrites your resume against First Citizens Bank's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Treasury Management Sales Advisor posting at First Citizens Bank — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Treasury Management Sales Advisor posting at First Citizens Bank — free, in seconds.
About the Role
As a Treasury Management Sales Advisor in our Innovation Banking group, you will play an integral role in our clients’ growth journey. You are an experienced relationship builder with a customer-focused approach to sales. With a deep understanding of your clients’ business models and their current and emerging needs, you will be a trusted advisor providing timely, strategic, and scalable payments solutions. Internally, you will collaborate with cross-functional teams to enhance each client’s experience and best position our multifaceted value proposition.
Responsibilities
- Sell the full suite of FCB's payments products and services with a focus on technology forward payment solutions.
- Assess customer needs and recommend effective strategies; negotiate pricing to optimize profitability; and provide market-competitive solutions for clients.
- Review client portfolios to determine gaps in cash management products or opportunities to expand existing relationships.
- Be recognized as trusted advisor in payments products and services, including having your finger on the pulse of emerging technologies.
- Establish and maintain a high level of client satisfaction across your assigned portfolio.
- Develop sales strategies to meet sales goals and product penetration goals.
- Partner with senior Managers in the Commercial Bank to achieve cross sell goals.
Requirements
- Bachelor's Degree and 2 years' experience in Treasury Sales or HS diploma/GED with 6 years' experience in Treasury Sales.
- Like people! A history of developing and cultivating relationships with clients of all sizes.
- Creating strategic and positive client experiences that help build long-term customers.
- Curiosity and self-motivation are two key characteristics of successful salespeople.
- Related experience in the payments/FinTech industry, with either a product or sales focus.
- Strong aptitude for payment and technology solutions.
- Skilled in crafting effective client facing and internal communications.
- The ability to effectively communicate ideas and thoughts via written or verbal channels.
- The ability to manage the evolving landscape of the Payment industry.
- The ability to work and think independently and strategically.
- Strong organizational and time management skills are required.
- Multi-tasking and prioritization skills are critical to monitor and engage with multiple projects and colleagues in tandem with your portfolio of clients.
- Skilled in Word, Excel, and PowerPoint enabling you to download & sort information, look for analytic value and present ideas in a simple but effective format.
Skills
- Treasury Sales
- Relationship building
- Customer-focused sales
- Payments products and services
- Technology forward payment solutions
- Negotiation
- Strategic thinking
- Client relationship management
- Sales strategy development
- Cross-selling
- FinTech industry
- Payment solutions
- Technology solutions
- Client communication
- Internal communication
- Written communication
- Verbal communication
- Adaptability
- Independent work
- Strategic thinking
- Organizational skills
- Time management
- Multi-tasking
- Prioritization
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
Location
- NY
- MA
- AZ
- NC
Work Type
- Hybrid
Experience Level
- 2 years' experience in Treasury Sales
- 6 years' experience in Treasury Sales
Education Level
- Bachelor's Degree
- HS diploma/GED
Salary/Compensations
- $108,000.00 - $144,000.00 (NY or MA)
- $90,000.00 - $120,000.00 (AZ or NC)
Benefits
- Competitive, thoughtfully designed and quality benefits program
About the Company
- First Citizens Innovation Banking, formerly Silicon Valley Bank, serves some of the world's most innovative companies, investors, and entrepreneurs from start-up to scale and beyond.
- With more than 40 years of experience supporting the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors, providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive.