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Global Treasury Implementation Advisor

First Citizens Bank
United States, Arizona, Phoenix
4950 South 48th Street (Show on map)
Jul 02, 2026
Overview

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

The Payment Solutions Implementation team is responsible for coordinating client implementations and training for various cash management solutions that the bank provides. We have an exciting opportunity for an Advisor on the team as a client-facing trainer.

The Advisor will train clients on how to utilize Treasury Management solutions for several US products. They will shape the client experience while working closely with internal stakeholders and external Third Party Vendors in delivering service excellence to the bank's diverse client base. The Advisor will ensure adherence to compliance processes and procedures to mitigate reputational or financial risk for the bank, and identify opportunities to improve internal processes to enhance operational efficiency and the overall client experience.

This is an exceptional opportunity for someone who thrives on making a meaningful impact for our clients and across the bank. The right candidate for this role will advocate for our clients and will participate in cross-functional collaboration while encouraging open and transparent dialogue across the organization, resulting in a culture of teamwork and trust.


Responsibilities

* Deliver training to client users to ensure effective adoption and proper use of newly implemented solutions.* Manage and coordinate all training activities with clients and internal bank teams to support smooth, accurate and timely trainings.
* Conduct quality checks to identify any implementation errors prior to training.
* Troubleshoot andresolve issues identified during training and throughout the post-training warranty period.
* Lead or assist with process enhancement and change initiatives.


Qualifications

Bachelor's Degree and 2 years of experience in Financial Services OR High School Diploma or GED and 6 years of experience in Financial Services.

Preferred Qualifications:

Bachelors degree and 5 years of experience OR High School Diploma or GED and 9 years of experience in Financial Services.

Attention to detail, Treasury product knowledge, Implementation methodologies, Client training and education, Technical troubleshooting, Strong understanding of treasury operations and payment systems implementation processes, Familiarity with project management methodologies and tools, Knowledge of regulatory requirements affecting treasury and payment implementations

The base pay for this position is generally between $87,000.00 and $116,800.00. 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.

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