Treasury Sales Officer I

First Citizens Bank

Raleigh, North Carolina(remote)

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Analysis Skills, Banking Services, Commercial Banking, Compensation and Benefits, Conferences, Customer Acquisition, High School Diploma, Needs Assessment, Nonprofit, Profit & Loss, Proposal Development, Retail, Sales, Sales Closing Skills, Sales Prospecting, Treasury, Treasury Management
LOCATION
Raleigh, North Carolina
POSTED
18 days ago
Overview:

This is a remote role that will be hired in Florida, Georgia, North Carolina, or South Carolina. 

 

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.

About the Company

F

First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
EMPLOYEE BENEFITS
Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance
FOUNDED
1898
WEBSITE
https://www.firstcitizens.com