[Remote] Treasury Sales Officer I
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
Company H1B Sponsorship