Global Treasury & Payments Advisor I
First Citizens Bank | |
United States, North Carolina, Raleigh | |
4300 Six Forks Road (Show on map) | |
Mar 03, 2026 | |
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Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. We are looking for a dynamic and experienced Sales Professional to join our team as a Sales Associate. The ideal candidate will work closely with our Sales Advisors to drive portfolio revenue growth by assisting Global Treasury Solution Sales Advisors in reviewing and selling our complete range of payment products and services. This individual will collaborate with cross-functional teams, including Relationship Managers and Advisors, Product Management, and Product Support. As a Sales Associate, the individual will advance the sales process, close new business, and contribute to our overall revenue goals by pursuing reactive sales opportunities generated through inbound leads and referrals within their advisor portfolio or personal client base. Responsibilities * Manage a strategic client portfolio: Generating new revenue, enhancing client retention, and promoting portfolio growth. This includes preparing for client meetings, drafting proposals, conducting competitive analyses, identifying industry trends, and performing follow-up activities with internal and external clients. Qualifications Bachelor's Degree and 1 years of experience in Banking sales or Treasury Payments OR High School Diploma or GED and 5 years of experience in Banking sales or Treasury Payments. Preferred Qualifications: 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. * Complexity and Problem Solving: Addresses complex issues with innovative solutions. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits. | |
Mar 03, 2026