[Remote] Global Treasury & Payments Advisor I

Note: The job is a remote job and is open to candidates in USA. First Citizens Bank is seeking a dynamic and highly motivated Sales Professional to join their team as a Treasury Management Sales Associate. The role involves partnering with senior Advisors to drive portfolio growth, managing sales processes for treasury products, and maintaining strong client relationships.

Responsibilities

• Partner with senior Advisors on strategic client portfolios. This includes summarizing prospect information, preparing for client meetings by conducting detailed internal client reviews, creating account structures, developing pricing proposals, performing competitive analysis and building client facing relationship review materials
• Independently manage the sales process for basic treasury management products directly with clients. Proactively work to understand client needs, resolve inquiries, and provide white glove communication and service
• Support the execution of targeted sales campaigns by preparing client facing collateral, tracking activities to ensure pipeline accuracy, conducting post sale follow-up to ensure a seamless client transition and product adoption
• Act as a key liaison between the sales team and internal partners to ensure a seamless client onboarding and implementation process. Maintain a strong feedback loop with Product team on client needs and internal process improvements
• Independently develop and maintain technical knowledge of the payments industry, including advancements in technology and best practices

Skills

• Bachelor's Degree and 1 year of experience in Treasury/Cash Management OR High School Diploma or GED and 5 years of experience in Treasury/Cash Management
• Treasury product knowledge
• Client relationship management
• Financial analysis
• Presentation skills
• Basic understanding of treasury operations and payment systems
• Familiarity with financial analysis techniques and regulatory requirements
• Understanding of client relationship management in financial services
• Banking, Supporting Medium to Large Complex Clients
• Business, Finance, or Marketing and Communications
• Bachelor's Degree
• Sales Execution & Coordination: Proven ability to manage the internal processes of complex new sales, ensuring a smooth client experience and seamless alignment with internal stakeholders
• Communication & Relationship Building: Exceptional written and verbal communication skills with a distinct sales focus. Ability to build trusted partnerships with aligned Advisors and clients
• Functional Expertise: Strong organizational skills and a high level of proficiency with internal sales tools for reporting, client records management and pipeline tracking
• Analytical Skills: Proactively develop ideas for client research and outreach to support strategic campaigns, migrations and competitive analysis
• Product Knowledge: Demonstrated understanding of the Treasury Management product suite and how to position basic solutions to meet client objectives

Company Overview

Company H1B Sponsorship