Global Treasury & Payments Advisor I

About the role

This is an entry-level role assisting with treasury and payment strategies within global financial operations, supporting the advisory operations team and providing client support.

Responsibilities

• Assist in responding to client inquiries and providing basic insights on treasury and payment solutions.
• Support the creation of educational materials for clients on treasury products and services.
• Participate in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs.
• Educate clients and associates on Treasury Services concepts, products, features, and benefits.
• Assist in the setup of sales closings and serve as a secondary relationship contact for clients.
• Support the team in maintaining operational efficiency and best practices.
• Conduct analysis of treasury and payment market trends.
• Prepare reports on high-value sales leads for sales advisors.
• Maintain a clean sales pipeline for advisors, ensuring follow-up on dormant sales opportunities.
• Assist in identifying appropriate clients to call and conduct sales efforts.
• Support the preparation of formal written proposals for corporate, municipal, and nonprofit bank relationships.

Requirements

• Bachelor’s Degree and 1 year of experience or High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services.
• Preferred experience: Banking or financial services supporting middle-market and/or large corporate clients and complex treasury relationships.

Skills

• 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
• Sales Execution & Coordination
• Consultative Communication & Relationship Building
• Operational Excellence
• Strategic Analysis
• Treasury & Solution Knowledge
• Project Management

Pay

If hired in NY, the base pay for this position is generally between $88,000.00 and $117,000.00. If hired in NC, the base pay is generally between $75,000.00 and $98,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits

First Citizens Bank offers a competitive benefits program designed to meet the needs of associates. More information can be found at https://jobs.firstcitizens.com/benefits.