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Treasury Professional Jobs in Raleigh, NC (NOW HIRING)

Deloitte

SAP Treasury Senior Consultant

Raleigh, NC

Strong interpersonal skills and professional demeanor * Ability to meet deadlines * Ability to provide clear guidance to others The team Our Controllership and Treasury Transformation offering ...

Towne Bank

Treasury Management Advisor

Raleigh, NC · On-site

Certified Treasury Professional Physical Requirements: * Express or exchange ideas by means of the spoken word via email and verbally. * Exert up to 25 pounds of force occasionally, use your arms and ...

Archgroup

Director, Cash Management

Raleigh, NC · Hybrid

$154K - $205K/yr

This individual will lead a team of Treasury Cash Management professionals and be responsible for liaising across Corporate Finance, Accounts Payable, Arch Investment Management and business unit ...

Archgroup

Director, Cash Management

Raleigh, NC · Hybrid

$154K - $205K/yr

This individual will lead a team of Treasury Cash Management professionals and be responsible for liaising across Corporate Finance, Accounts Payable, Arch Investment Management and business unit ...

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Treasury Professional information

What is a treasury professional?

Treasury Professionals are finance experts responsible for managing an organization's finances, including cash flow, investments, banking relationships, and financial risk. They ensure the company has enough liquidity to meet its obligations and optimize the use of financial resources. Their duties often include cash management, forecasting, securing funding, and implementing financial strategies to support business goals.

What is the difference between Treasury Professional vs Treasury Analyst?

AspectTreasury ProfessionalTreasury Analyst
CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonUsually holds a degree in finance, accounting, or economics; certifications are beneficial but not always required
Work EnvironmentWorks in corporate finance departments, handling cash management, risk management, and banking relationshipsFocuses on analyzing financial data, preparing reports, and supporting treasury operations
Employer & Industry UsageEmployed by corporations, financial institutions, and large organizationsCommonly found in corporate finance teams, banks, and consulting firms

The main difference between a Treasury Professional and a Treasury Analyst lies in their responsibilities and experience level. Treasury Professionals typically have broader roles involving strategic decision-making, while Treasury Analysts focus on data analysis and supporting treasury functions. Both roles require similar credentials and are integral to corporate treasury operations.

How do you become a certified treasury professional?

To become a Certified Treasury Professional (CTP), candidates must meet education and experience requirements, pass the CTP exam administered by the Association for Financial Professionals (AFP), and agree to uphold ethical standards. The certification demonstrates expertise in cash management, risk management, and treasury operations.

What career paths are possible in the treasury professional?

A treasury professional can pursue career paths such as treasury analyst, treasury manager, cash manager, risk manager, or finance director. Advancement often involves gaining experience in cash management, financial analysis, and certifications like CFA or CPA, with opportunities in corporate finance, banking, or financial consulting. Progression depends on skills, experience, and industry specialization.

What are the key skills and qualifications needed to thrive as a treasury professional, and why are they important?

To thrive as a Treasury Professional, you need strong analytical skills, a solid understanding of financial markets, and a degree in finance, accounting, or a related field. Familiarity with treasury management systems, cash flow modeling tools, and often certifications like CTP (Certified Treasury Professional) are highly valued. Excellent attention to detail, problem-solving abilities, and effective communication are critical soft skills for success. These competencies ensure accurate cash management, risk mitigation, and effective collaboration with stakeholders to support an organization's financial stability.

What are some common challenges treasury professionals face when managing cash flow in large organizations?

Treasury Professionals in large organizations often encounter challenges such as forecasting cash flow accurately across multiple business units, navigating fluctuating interest rates, and coordinating with various departments to ensure timely payments and receipts. They must also manage liquidity efficiently to meet operational needs while minimizing idle cash. Effective communication and the use of advanced treasury management systems are key to overcoming these challenges and maintaining smooth financial operations.
What are the most commonly searched types of Treasury jobs in Raleigh, NC? The most popular types of Treasury jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Treasury Professional jobs? Cities near Raleigh, NC with the most Treasury Professional job openings:
Treasury Professional jobs near you
Infographic showing various Treasury Professional job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Treasury Sales Officer II

First Citizens Bank

Raleigh, NC • On-site

Full-time

Posted 2 days ago

New

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

109th of 171 rated banks

Job description

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.

This position may be hried in as a Treasury Sales Officer III, depedant on skills and experience.


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.

Qualifications

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) Certification 

- Previous 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.

Qualifications:

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) Certification 

- Previous 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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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