Senior Associate - Treasury Management Sales

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, hybrid career opportunity based out of one of our Fulton Bank locations within our 5-state footprint of PA, NJ, DE, MD, VA.

 

Typical work hours are Monday to Friday 8 AM to 5 PM, hybrid schedule is 3 days in the office and 2 days at home following successful training period. 

 

This position plays a critical role in supporting the Sales team as well as customers and prospects by analyzing financial data, preparing sales reports, presentations and assisting in the development of Treasury solutions for clients. This position requires a detail-oriented individual with exceptional analytical skills, a firm understanding of applicable products, and the ability to collaborate effectively with sales and client service teams. The position also requires the ability to lead and mentor less experienced team members. The position includes direct client engagement, participation in client meetings, and making strategic product and pricing recommendations based on client data and market analysis.

Responsibilities

• Under minimal supervision, handle the evaluation, selection and strategic recommendation of Treasury products and solutions tailored to client needs and business objectives.
• Responsible for establishing client pricing structure and recommending deviation from standards based on market analysis and research. Maintain a thorough understanding of applicable products and services, including understanding of value and client benefit.
• Provide proactive, consultative support to the sales team, contributing to pre-sales strategy, proposal development, and client engagement planning. Will consult and coordinate with sales officers on pre-sales planning activities by performing data analysis on clients and providing client information as it pertains to account transaction and product history. Will also be responsible for responding to any incoming requests for proposals and managing the process by analyzing industry information and client data to make recommendations on the best possible products and services.
• Responsible for monitoring the sales onboarding process to ensure delivery of services to the client. Will prepare and present annual client reviews, incorporating transaction analysis, product usage trends, and strategic recommendations to enhance client satisfaction and retention.to ensure quality customer service is met. Identify, recommend, and implement process improvements to enhance the efficiency and effectiveness of the Sales team.
• Independently participate in client meetings to gather requirements, present findings, and discuss relevant banking solutions, ensuring alignment with client goals and strategic objectives. Provide ongoing support to clients, addressing inquiries and ensuring a high level of customer satisfaction. Maintain an active role in responding to and completing sales opportunities with customers needing Treasury services.
• Conduct targeted market research to identify emerging Treasury trends, competitive positioning, and new sales opportunities. Make recommendations on marketing materials, event sponsorships and other activities to promote brand visibility.

 

Additional Responsibilities

• May lead or support in the completion of RFPs for prospective or existing clients evaluating the bank’s cash management services. Collaborate with various internal teams to gather technical and service-related information, develop responses, and ensure timely submission. Maintain a knowledge base of standard responses and product offerings.

Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: business, finance or related. (Required)

Experience

5 or more years banking, sales administration, or related. (Required)

 

3 or more years proven experience in customer service, preferably in a banking or financial services environment. (Required)

 

3 or more years proven expertise in Sales Force application. (Required)

Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data. (Required)
• Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
• Exceptional organizational skills, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. (Required)

 

 Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

 

The salary range for this position is $57,800.00 - $96,300.00 annually.

Additional Compensation Components

 

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.