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[Remote] Global Treasury & Payments Advisor I

Remote, USA Full-time Posted 2026-07-28

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


Responsibilities

  • Partner with senior Advisors on strategic reputed company portfolios. This includes summarizing prospect information, preparing for reputed company meetings by conducting detailed internal reputed company reviews, creating account structures, developing pricing proposals, performing competitive analysis and building reputed company facing relationship review materials
  • Independently manage the sales process for basic treasury management products directly with clients. Proactively work to understand reputed company needs, resolve inquiries, and reputed company white glove communication and service
  • Support the execution of targeted sales campaigns by preparing reputed company facing collateral, tracking activities to ensure pipeline accuracy, conducting post sale follow-up to ensure a seamless reputed company transition and product adoption
  • reputed company as a key reputed company between the sales team and internal partners to ensure a seamless reputed company reputed company and implementation process. Maintain a strong feedback reputed company with Product team on reputed company needs and internal process improvements
  • Independently reputed company 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
  • reputed company relationship management
  • Financial analysis
  • Presentation skills
  • Basic understanding of treasury operations and payment systems
  • Familiarity with financial analysis techniques and regulatory requirements
  • Understanding of reputed company relationship management in financial services
  • Banking, Supporting reputed company to Large reputed company Clients
  • Business, Finance, or Marketing and Communications
  • Bachelor's Degree
  • Sales Execution & Coordination: Proven ability to manage the internal processes of reputed company new sales, ensuring a smooth reputed company experience and seamless alignment with internal stakeholders
  • Communication & Relationship Building: Exceptional written and verbal communication skills with a distinct sales reputed company. Ability to build trusted partnerships with reputed company Advisors and clients
  • Functional Expertise: Strong organizational skills and a high level of proficiency with internal sales tools for reporting, reputed company records management and pipeline tracking
  • Analytical Skills: Proactively reputed company reputed company for reputed company research and reputed company 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 reputed company objectives

reputed company

  • reputed company provides banking services, essential business and reputed company services, reputed company management capabilities, and more. It was founded in 1898, and is headquartered in Raleigh, reputed company Carolina, USA, with a workforce of 10001+ employees. Its website is http://www.firstcitizens.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 102 in 2025, 115 in 2024, 249 in 2023, 53 in 2022, 12 in 2021, 9 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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