Treasury Sales Officer Public Funds II jobs in United States
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First Citizens Bank · 1 week ago

Treasury Sales Officer Public Funds II

First Citizens Bank is seeking a Treasury Sales Officer Public Funds II to promote, sell, and manage Treasury Management Services products. The role focuses on generating non-interest fee income through new client acquisition and expansion of existing relationships, particularly with Public Funds clients and Commercial portfolios.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Determines profitability of existing and prospective banking relationships and assists in identifying appropriate Public Funds 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
Prepares and presents formal written proposals for large Public Funds and commercial clients as assigned relationships based on needs gathering
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
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

Qualification

Commercial BankingCommercial SalesCTP CertificationTM Sales ExperiencePublic Funds Experience

Required

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
License or Certification Type: CTP (Certified Treasury Professional) Certification PreferredSkill(s): Ability to travel

Preferred

TM Sales Experience
Experience working with municipalities or public units

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase