First Citizens Bank

Treasury Sales Officer II

First Citizens Bank$88K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree with 6 years in Commercial Banking or Commercial Sales, or equivalent experience (10 years with a High School Diploma or GED)
  • Preferred: CTP (Certified Treasury Professional) credential
  • Experience in Treasury Sales Officer role is advantageous
  • Strong understanding of Treasury Management Services products
  • Proven ability to manage complex client relationships

Responsibilities

  • Determine profitability of banking relationships and identify potential clients
  • Conduct annual relationship reviews and sales efforts
  • Prepare and present formal proposals for corporate, municipal, and nonprofit clients
  • Coordinate and implement sales closings and serve as a secondary relationship contact
  • Educate relationship managers on Treasury Services products and benefits

Benefits

  • Comprehensive health insurance options
  • 401(k) plan with company match
  • Generous paid time off policies
  • Employee wellness programs
  • Opportunity for remote work flexibility
Full Job Description
Overview

This is a remote role that may only be hired in Alabama, Kansas, Michigan, Missouri, Mississippi, North Carolina, Texas and Wisconsin.

This position promotes, sells, and manages Treasury Management Services products and services to generate non-interest fee income for the Bank, focusing on clients of an advanced size and complexity. Responsible for new client acquisition and expansion of existing relationships through cross-selling and direct sales efforts. Determines client needs to prepare and deliver formal proposals, soliciting Treasury Services and other depository services, and assists in wider sales initiatives. Serves as secondary relationship officer for large commercial clients, influencing profitability of commercial prospects and customers. May provide guidance to less experienced associates in the work group.

Responsibilities

  • Sales - Determines profitability of existing and prospective banking relationships, and assists in identifying appropriate clients to call. Conducts sales efforts and annual relationship reviews. Participates in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue. Mines for prospective cross-selling opportunities from the Bank's customer data bases.
  • Proposal Development - Prepares and presents formal written proposals for large corporate, municipal, and nonprofit bank relationships based on needs gathering.
  • Service & Support - Coordinates, supervises, and implements the setup of sales closings. Serves as ongoing secondary relationship contact for larger entities, assisting with inquiries, sales, and other general support.
  • Product Specialist - Educates retail, business, and commercial relationship managers on the Treasury Services concepts, products, features, and benefits. May serve as a general resource for branch associates through product and services knowledge.

Qualifications

Bachelor's Degree and 6 years of experience in Commercial Banking or Commercial Sales OR High School Diploma or GED and 10 years of experience in Commercial Banking or Commercial Sales

Preferred Qualifications

- CTP (Certified Treasury Professional)

- Previously experience in a Treasury Sales Officer role

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

About First Citizens Bank

First Citizens Bank is a regional bank that provides a range of financial services to individuals and businesses. The bank offers checking and savings accounts, loans, mortgages, credit cards, and investment services, as well as online and mobile banking. First Citizens Bank operates more than 500 branches in 19 states and the District of Columbia. The bank was founded in 1898 and is headquartered in Raleigh, North Carolina.
Learn more about First Citizens Bank
Size
6,000 employees
Industry
Founded
1898

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