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Treasury Sales Officer II

First Citizens Bank
  • Raleigh, North Carolina
  • Remote
  • Full-time
2 days ago

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

Numbers & Facts

LocationRaleigh, North Carolina (
Remote
)
Job TypeFull-time
IndustryBanking
Company Size10,000 employees or more
Year Founded1898
Websitehttps://www.firstcitizens.com
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Skills

  • Analysis Skillsunmatched
  • Banking Servicesunmatched
  • Commercial Bankingunmatched
  • Compensation and Benefitsunmatched
  • Conferencesunmatched
  • Cross-Sellingunmatched
  • Customer Acquisitionunmatched
  • Customer Relationsunmatched
  • Customer/Client Researchunmatched
  • Direct Salesunmatched
  • High School Diplomaunmatched
  • Needs Assessmentunmatched
  • Nonprofitunmatched
  • People Managementunmatched
  • Profit & Lossunmatched
  • Proposal Developmentunmatched
  • Retailunmatched
  • Salesunmatched
  • Sales Closing Skillsunmatched
  • Sales Prospectingunmatched
  • Treasuryunmatched
  • Treasury Managementunmatched

Benefits

Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance

About Company

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®

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