New 
Treasury Sales Officer II
 First Citizens Bank | |
 United States, North Carolina, Raleigh | |
| 8540 Colonnade Center Drive (Show on map) | |
 Aug 24, 2026 | |
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Overview
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 & Qualifications Duties & 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. Position Specific Skills: Ability to travel Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 6 years' experience OR High School Diploma or GED/Equivalent and 10 years' experience in Commercial Banking or Commercial Sales Preferred Education: Preferred Area of Study: Preferred Area of Experience: Required Licenses or Certifications: Preferred Licenses or Certifications:CTP (Certified Treasury Professional) Certification - IO Additional Information 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 | |