Treasury Management Analyst

3 days ago


Raleigh North Carolina, United States First Citizens Bank Full time
About the Role

We are seeking a highly skilled Treasury Management Analyst to join our team at First Citizens Bank. As a key member of our sales support team, you will provide exceptional support to our Treasury Management Sales Officers, ensuring seamless execution of sales activities and client satisfaction.

Key Responsibilities
  • Provide daily support to our Treasury Management Sales Officers, including pipeline management and sales activities.
  • Act as a liaison between sales teams, banking teams, clients, and other stakeholders to ensure effective communication and issue resolution.
  • Manage Treasury Management documentation and paperwork, including preparation of sales proposals and pricing pro-formas.
  • Interact with clients and manage correspondence to ensure timely and effective communication.
  • Assist with scheduling meetings and joining client calls to take detailed notes on Treasury Management services.
  • Develop and maintain strong knowledge of Treasury Management products and services, including complex services such as Lockbox, Integrated Payments, and Purchase Card.
  • Stay up-to-date on FCB's internal systems, including Host, RPM, CMOD reports, Pathway, OnBase, Tableau, D1, CA Simulate, Q2 Co Pilot, and Sharepoint.
Requirements
  • Bachelor's Degree and 1 year of experience in Financial Services or Analytics, or High School Diploma or GED and 5 years of experience in Financial Services or Analytics.
  • Experience with Treasury Management products, such as ACH, Fraud, Remote Deposit Capture, Lockbox, Purchase Card, and Integrated Payments.
  • Strong verbal and written communication skills, with excellent presentation skills.
  • Ability to multitask in a fast-paced environment and manage time effectively.
  • Thorough knowledge of all services offered by the Bank.
What We Offer

First Citizens Bank offers a comprehensive benefits program, including customized offerings to support our associates' needs. For more information, please visit our website.



  • Charlotte, North Carolina, United States Brightspeed Full time

    Brightspeed is seeking a skilled Treasury Analyst to support our Finance team. As a key member of our team, you will report directly to the Manager, Cash Management and be responsible for performing cash management activities, including monitoring cash activity, cash balances, and short-term forecasting. You will also maintain bank products and accounts, and...

  • Treasury Analyst

    3 months ago


    Raleigh, United States Vaco Full time

    Treasury Analyst - HYBRID Schedule in the Raleigh, NC Area Position Overview: We are seeking an experienced Treasury Analyst with a strong background in global financial operations to join our dynamic team. The ideal candidate will be responsible for managing the company's treasury activities, including cash management, risk management, financial planning,...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    {"title": "Treasury Financial Analyst Role", "subtitle": "Join our team as a Treasury Financial Analyst and contribute to the success of First Citizens Bank.", "content": "As a Treasury Financial Analyst, you will play a key role in the Corporate Treasury department, working closely with senior leadership to execute control testing and risk management...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst - Treasury to join our team at First Citizens Bank. As a key member of our Treasury team, you will be responsible for executing control testing, developing control test plans, and reporting results. You will also provide support for Treasury risk management activities, including special...

  • Senior Analyst

    1 week ago


    Raleigh, United States Ally Full time

    **General information** **Ref #** 17906 **Remote?** No **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some clich people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    {"Job Title": "Business Systems Analyst", "Job Summary": "We are seeking a highly skilled Business Systems Analyst to join our Treasury team at First Citizens Bank. As a key member of our team, you will be responsible for leading analytic efforts, delivering strategic insight, and acting as a technical expert for business systems within the...


  • North Arlington, United States Vaco Full time

    Accounting/Financial Analyst $75,000/yr.-$85,000/yr. Job Summary - Vaco is currently working with a Manufacturing company and they have an opening for a dynamic Accounting/Financial analyst who will be Reporting to the Corporate Controller. This person will be handling daily accounting and treasury (cash) functions while also completing budgeting and...


  • North Arlington, United States Vaco Full time

    Accounting/Financial Analyst$75,000/yr.-$85,000/yr.Job Summary -Vaco is currently working with a Manufacturing company and they have an opening for a dynamic Accounting/Financial analyst who will be Reporting to the Corporate Controller. This person will be handling daily accounting and treasury (cash) functions while also completing budgeting and...


  • Raleigh, North Carolina, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Senior Treasury Manager to join our team. As a key member of our finance department, you will be responsible for overseeing and executing capital market transactions, managing liquidity and financial risk, and developing strategies to enhance the company's financial position.Key ResponsibilitiesCash Flow...


  • Raleigh, United States Global Channel Management Full time

    About the job Enterprise Payments Data Analyst Enterprise Payments Data Analyst needs 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics Enterprise Payments Data Analyst requires: Enterprise Payments Command Center Data Analysis Operational Support Bachelor's...


  • Raleigh, United States Global Channel Management Full time

    About the job Enterprise Payments Data Analyst Enterprise Payments Data Analyst needs 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics Enterprise Payments Data Analyst requires: Enterprise Payments Command Center Data Analysis Operational Support Bachelor's Degree...


  • North Arlington, United States Vaco Full time

    Accounting/Financial Analyst$75,000/yr.-$85,000/yr.Job Summary - Vaco is currently working with a Manufacturing company and they have an opening for a dynamic Accounting/Financial analyst who will be Reporting to the Corporate Controller.  This person will be handling daily accounting and treasury (cash) functions while also completing budgeting and...


  • Raleigh, United States First Horizon Bank Full time

    Location: On site at location listed in job postingSummaryThe Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management...


  • Raleigh, United States First Horizon Bank Full time

    Location: On site at location listed in job posting Summary The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury...


  • Raleigh, United States First Horizon Bank Full time

    Location: On site at location listed in job posting Summary The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury...


  • Raleigh, North Carolina, United States First Horizon Bank Full time

    Job SummaryThe Senior Treasury Management Sales Officer is a key role within our organization, responsible for driving Treasury Management sales activities and delivering exceptional client service.Key ResponsibilitiesWork under the direction of the Treasury Management Sales Manager to achieve market sales objectives for new Treasury Management...


  • Raleigh, North Carolina, United States Akorbi Workforce Solutions Full time

    Job OverviewWe are in search of a proficient Senior Treasury Analyst with Expertise in Excel to become a vital part of our client's workforce, recognized as one of the leading Security firms in the United States. Key Responsibilities:Possess foundational accounting knowledge along with advanced Excel skills.A Bachelor’s Degree is a prerequisite.Demonstrate...

  • Financial Analyst

    2 weeks ago


    Raleigh, North Carolina, United States Vaco Full time

    Job DescriptionTreasury AnalystVaco is seeking a highly skilled Treasury Analyst to join our team. As a Treasury Analyst, you will play a critical role in managing our company's cash flow and financial operations.Key Responsibilities:Cash Management: Reconcile general ledger entries and bank deposits for all bank accounts, ensuring accuracy and...


  • Raleigh, North Carolina, United States First Foundation Bank Full time

    Job OverviewPosition Summary: This role is integral in delivering exceptional sales support and assistance to designated Treasury Management Sales Officers and their potential clients, both internal and external. The individual will provide independent sales support to Retail and Commercial Banking sectors with straightforward commercial deposit and treasury...


  • Raleigh, North Carolina, United States Lincoln Financial Group Full time

    About the RoleAs a Treasury Solutions Specialist at Lincoln Financial Group, you will play a critical role in supporting the identification, evaluation, and execution of new treasury solutions that enhance our product offerings and/or enterprise treasury services.Key ResponsibilitiesProvide support for the execution and ongoing maintenance of Lincoln's...