Analyst - Treasury Management Sales

Fulton Financial; Lancaster (Lancaster County); Hybrid; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans

401(k) match

Paid time off

Educational assistance

Wellness program

Adoption assistance

Job summary

Fulton Bank seeks a Treasury Sales Support Analyst to join a hybrid US-based role supporting the Sales team and clients. You will analyze financial data, prepare reports, and assist in onboarding and developing client solutions, coordinating with Relationship Managers and implementation teams.

The ideal candidate has 2+ years in banking or sales admin, strong Salesforce experience, and excellent analytical, communication, and organizational skills in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2+ years in banking or sales administration
• 2+ years customer service in financial services
• 2+ years Salesforce experience preferred

Responsibilities

• Analyze financial data and prepare sales reports.
• Assist onboarding and development of client solutions.
• Support sales team and coordinate with Relationship Manager referrals.
• Participate in client meetings and ensure high customer satisfaction.
• Conduct market research to identify sales opportunities.
• Coordinate marketing materials and events to promote brand visibility.

Skills

Analytical skills

Communication skills

Organizational skills

Customer-centric

Education

Bachelor's degree or equivalent

Business/Finance or International Business

Tools

Salesforce

Job description

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 within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA.

This position plays a critical role in supporting the Sales team as well as customers and prospects by analyzing financial data, preparing sales reports, completing administrative data tasks and assisting in the onboarding and development of solutions for clients. This position requires a detail-oriented individual with strong analytical skills, a firm understanding of Treasury products, and the ability to collaborate effectively with sales teams, customer service/implementation teams, and clients.

Responsibilities

• Responsible for the evaluation, selection and analysis of products, solutions, and services to be recommended to the client.
• Responsible for establishing client pricing structure and recommending deviation from standard based on market analysis and research. Maintain a thorough understanding of applicable products and services, including understanding of value and client benefit.
• Provide support to sales team. 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 transactions and product history. Coordinate Relationship Manager referrals and other administrative duties in the sales process. Also responsible for responding to any incoming requests for additional information or proposals and managing the process by analyzing client data to make recommendations on the best possible products and services.
• Monitor the sales onboarding process to ensure delivery of services to the client. Prepare annual client reviews by researching client history and making any necessary recommendations or proposals to ensure quality customer service is met.
• Participate in client meetings as needed to gather requirements, present findings, and discuss solutions. 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 market research to identify potential sales opportunities and industry trends. Coordinate marketing materials, event sponsorships and other activities to promote brand visibility.

Additional Responsibilities

• May require familiarity with International Treasury products.

Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: general studies. (Required)

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

Experience

2 or more years banking, sales administration or International Trade-related role. (Required)

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

2 or more years experience in working with Salesforce application. (Preferred)

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 hourly rate for this position is $22.16 - $36.92.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify.

• 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.