Treasury Sales Officer I
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.
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.