Senior Global Treasury & Payments Advisor

Responsibilities

• Serve as a trusted advisor to clients by understanding their business models, cash flow cycles, and treasury needs.
• Lead strategic client conversations focused on optimizing working capital, liquidity, and payment processes.
• Build and deepen relationships with key decision-makers across client organizations.
• Own portfolio performance, including revenue growth, profitability, and client retention.
• Identify and execute cross-sell opportunities across treasury products (payments, receivables, liquidity, FX, and card solutions).
• Develop and execute strategic account plans aligned to client and bank objectives.
• Deliver tailored treasury solutions leveraging data insights, benchmarking, and industry trends.
• Position the full treasury platform by aligning solutions to client pain points and strategic goals.
• Stay current on market trends, regulatory changes, and emerging technologies (including digital and AI-driven capabilities).
• Collaborate with Relationship Managers, Product Specialists, and Implementation teams to deliver seamless client experiences.
• Lead pricing and negotiation discussions to optimize relationship profitability.
• Partner on RFP/RFI responses and client presentations.
• Mentor and coach junior treasury staff and analysts.
• Contribute to team best practices, knowledge sharing, and continuous improvement initiatives.

Qualifications

• Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking.
• Preferred Qualifications: Experience working with Middle Market and Commercial Finance cos $100MM+ in sales size, proven ability to drive revenue growth and manage client portfolios, strong consultative selling and client engagement skills, excellent communication, presentation, and negotiation abilities, ability to analyze client needs and translate into actionable solutions, Industry Verticals such as Commercial Real Estate and others, familiarity with treasury management systems and digital banking platforms, strong analytical and strategic thinking skills.

Pay

If hired in CA or NY, the base pay for this position is generally between $144,000 and $192,000.00
For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits

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.