Treasury Sales Officer I at First Citizens Bank

Raleigh, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Sep, 26

Salary

0.0

Posted On

19 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management Sales, Client Acquisition, Proposal Development, Commercial Banking, Relationship Management, Financial Analysis, Working Capital Cycle, Product Education, Sales Strategy, Client Needs Assessment

Industry

Banking

Description

Overview This is a remote role that will be hired in North Carolina, South Carolina, or Virginia. The Treasury Sales Officer I position promotes and sells Treasury Management Services products and services to generate non-interest fee income for the Bank. Responsible for new client acquisition and expansion of existing relationships. Determines client needs to prepare and deliver formal proposals, soliciting Treasury Services and other depository services. Serves as secondary relationship officer for smaller commercial clients, assisting in prospect opportunities and wider sales initiatives. Responsibilities Sales - Determines profitability of existing and prospective banking relationships, and directs sales efforts accordingly. Participates in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue. Proposal Development - Prepares and presents formal written proposals for smaller 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 smaller 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 4 years of experience in Commercial Banking or Commercial Sales OR High School Diploma or GED and 8 years of experience in Commercial Banking or Commercial Sales Preferred Qualifications: Knowledge of Treasury Management Solutions Knowledge of business' working capital cycle Experience presenting proposals to clients CTP (Certified Treasury Professional) Certification 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.

Responsibilities

Promote and sell Treasury Management Services to acquire new clients and expand existing banking relationships. Prepare formal proposals and serve as a secondary relationship officer for smaller commercial clients.