Global Treasury & Payments Advisor II

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

In this role your job is to:

• Understand your portfolio companies' business model and strategically position SVB’s solutions. You are responsible for retaining and driving revenue growth in your assigned markets by providing client focused solutions to our client’s challenges.
• You’ll collaborate with external and internal partners to build scalable solutions for clients and prospects, with a focus on their Payments and Deposit needs. The ability to partner with FCB colleagues is critical to help drive client friendly cross-sell efforts and enhance client relationships. This role requires a leader with vision in the Payments space. By providing relevant insight, you’ll become a trusted advisor for your clients.
• Make a difference.
• Sell the full suite of SVB’s payments products and services with a focus on technology forward payment solutions.
• Assess your customer needs and recommend effective strategies; negotiate pricing to optimize profitability; and provide market-competitive solutions for clients.
• Review client portfolios to determine gaps in cash management products or opportunities to expand existing relationships. Be recognized as a trusted advisor in payment products and services, including having your finger on the pulse of emerging technologies.
• Establish and maintain a high level of client satisfaction across your assigned portfolio.
• Develop sales strategies to meet sales goals and product penetration goals.
• Partner with senior Managers in the Commercial Bank to achieve cross sell goals.

Bachelor's Degree and 2 years of experience in Treasury Sales OR High School Diploma or GED and 6 years of experience in Treasury Sales

• Like people! A history of developing and cultivating relationships with clients of all sizes. Our team focuses on solving client’s challenges. Creating strategic and positive client experiences that help us build long-term customers. Curiosity and self-motivation are two key characteristics of our most successful salespeople.
• Related experience in the payments/Fin Tech industry, with either a product or sales focus. Strong aptitude for payment and technology solutions. Once on board, you will be provided a thorough knowledge of SVB’s bank operations, platforms and products.
• Skilled in crafting effective client facing and internal communications. The ability to effectively communicate your ideas and thoughts via written or verbal channels.
• The ability to manage the evolving landscape of the Payment industry. Technology is driving rapid change in our space. This means our Team must adapt quickly to this change to maintain SVB market leadership role.
• The ability to work and think independently and strategically is critical. This is not a linear role. Strong organizational and time management skills are required. Multi-tasking and prioritization skills are critical to monitor and engage with the multiple projects and colleagues in tandem with your portfolio of clients.
• Skilled in Word, Excel, and PowerPoint enabling you to download & sort information, look for analytic value and present ideas in a simple but effective format.

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