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First Citizens BancShares

Full-service bank offering loans and investments

Treasury Management Sales Officer

Account ManagementConfirmed live in the last 24 hours
Full-time$102.8k - $164.4k /yr

About the Job

Requirements

  • A Bachelor's degree and two years of experience in Treasury Sales, or a high school diploma/GED and six years of experience in Treasury Sales.

Responsibilities

  • Sell the full suite of FCB payments products and services, focusing on technology-forward payment solutions.
  • Assess customer needs, recommend effective strategies, negotiate pricing to optimize profitability, and provide market-competitive solutions for clients.
  • Review client portfolios to identify gaps in cash management products or opportunities to expand existing relationships, and advise clients on payments products and services, including emerging technologies.
  • Establish and maintain a high level of client satisfaction across the assigned portfolio.
  • Develop sales strategies to meet sales goals and product penetration goals.
  • Partner with senior managers in the Commercial Bank to achieve cross-sell goals.

Desired Qualifications

  • Related experience in the payments or FinTech industry, with either a product or sales focus, and a strong aptitude for payment and technology solutions.
  • Ability to craft effective client-facing and internal communications and communicate ideas effectively in writing or verbally.
  • Ability to adapt to changes in the payment industry and technology landscape.
  • Ability to work and think independently and strategically; strong organizational, time-management, multitasking, and prioritization skills to monitor and engage with multiple projects, colleagues, and clients.
  • Proficiency in Word, Excel, and PowerPoint to download and sort information, identify analytic value, and present ideas effectively.

About the Company

First Citizens BancShares

Full-service bank offering loans and investments

First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company size
10,001+
Company stage
IPO
Headquarters
Raleigh, NC
Founded
1898

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