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[Remote] Treasury Sales Officer I

Remote Full-time Live

Note: The job is a remote job and is open to candidates in USA. First Citizens Bank is seeking a Treasury Sales Officer I to promote and sell Treasury Management Services products and services. This role involves new client acquisition, preparing proposals, and providing ongoing support to commercial clients.

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

Skills

  • Bachelor's Degree and 4 years of experience in Commercial Banking or Commercial Sales
  • High School Diploma or GED and 8 years of experience in Commercial Banking or Commercial Sales
  • Knowledge of Treasury Management Solutions
  • Knowledge of business' working capital cycle
  • Experience presenting proposals to clients
  • CTP (Certified Treasury Professional) Certification

Company Overview

  • First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more. It was founded in 1898, and is headquartered in Raleigh, North Carolina, USA, with a workforce of 10001+ employees. Its website is http://www.firstcitizens.com.
  • Company H1B Sponsorship

  • First Citizens Bank has a track record of offering H1B sponsorships, with 105 in 2026, 126 in 2025, 115 in 2024, 249 in 2023, 53 in 2022, 12 in 2021, 9 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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