Treasury Associate Jobs in California (NOW HIRING)

We are seeking a dynamic and results-oriented Treasury Management Sales Associate to join our Corporate Banking Treasury Sales team. This role is a strategic hybrid of high-level sales support and independent account management. You will partner closely with Senior Sales Advisors to drive revenue growth within our most complex strategic portfolios while simultaneously taking full ownership of the sales cycle for foundational treasury solutions. The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations..

• Strategic Sales Enablement: Partner with Senior Advisors to penetrate high-value portfolios by synthesizing prospect data, preparing comprehensive internal account reviews, and architecting complex pricing models. You will lead the development of competitive analyses and high-impact relationship review materials for the Advisor to position our solutions effectively during executive-level meetings.

• Full-Cycle Account Management: Take independent ownership of the sales process for foundational treasury solutions. This includes conducting discovery to uncover client needs and managing the closing process while providing a "white-glove" service experience.

• Pipeline & Implementation Oversight: Maintain rigorous pipeline integrity to ensure accurate forecasting and a seamless transition to Implementations while overseeing the post-sale journey and ensuring high product adoption rates.

• Cross-Functional Leadership: Serve as the primary liaison between Sales and internal partners to streamline the onboarding journey and Implementation of new products providing actionable feedback, answering client questions and optimizing operational workflows.

• Subject Matter Expertise: Maintain a deep, evolving understanding of the payments landscape, with a specific focus on emerging technologies and industry best practices. Leverage specialized experience working with Innovation and Tech-sector clients to provide consultative insights that drive credibility and trust.

Bachelor's Degree and 1 years of experience in Treasury/Cash Management  OR High School Diploma or GED and 5 years of experience in Treasury/Cash Management

Skills:  Treasury product knowledge , Client relationship management , Financial analysis , Presentation skills, Basic understanding of treasury operations and payment systems. , Familiarity with financial analysis techniques and regulatory requirements., Understanding of client relationship management in financial services.

Preferred Area of Experience: Banking, Supporting Large Complex Clients
Preferred Area of Study: Business, Finance, or Marketing and Communications
Preferred Education Level: Bachelor’s Degree

Preferred Skills:
• Sales Execution & Coordination: Proven ability to navigate and manage the internal complexities of the sales cycle, ensuring a frictionless client experience and total alignment across internal stakeholder groups.
• Consultative Communication: Exceptional written and verbal communication skills with a clear "sales-first" orientation. Demonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.
• Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.
• Strategic Analysis: Proactive analytical mindset with the ability to conduct deep client research, identify opportunities, and perform competitive benchmarking to inform outreach strategies.
• Solution Positioning: Strong foundational knowledge of the Treasury Management product suite, with the ability to articulate value propositions and align core solutions with specific client business objectives.

The base pay for this position is generally between $91,000.00 and $121,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.

#hybrid

Bachelor's Degree and 1 years of experience in Treasury/Cash Management  OR High School Diploma or GED and 5 years of experience in Treasury/Cash Management

Skills:  Treasury product knowledge , Client relationship management , Financial analysis , Presentation skills, Basic understanding of treasury operations and payment systems. , Familiarity with financial analysis techniques and regulatory requirements., Understanding of client relationship management in financial services.

Preferred Area of Experience: Banking, Supporting Large Complex Clients
Preferred Area of Study: Business, Finance, or Marketing and Communications
Preferred Education Level: Bachelor’s Degree

Preferred Skills:
• Sales Execution & Coordination: Proven ability to navigate and manage the internal complexities of the sales cycle, ensuring a frictionless client experience and total alignment across internal stakeholder groups.
• Consultative Communication: Exceptional written and verbal communication skills with a clear "sales-first" orientation. Demonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.
• Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.
• Strategic Analysis: Proactive analytical mindset with the ability to conduct deep client research, identify opportunities, and perform competitive benchmarking to inform outreach strategies.
• Solution Positioning: Strong foundational knowledge of the Treasury Management product suite, with the ability to articulate value propositions and align core solutions with specific client business objectives.

The base pay for this position is generally between $91,000.00 and $121,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.

#hybrid