Hybrid Treasury Solutions Sales Specialist

Fulton Financial; Lancaster (Lancaster County); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Benefits package

Job summary

Fulton Bank, located within PA/NJ/DE/MD/VA, offers a hybrid full-time role supporting the Sales team and treasury solutions. You will analyze financial data, prepare reports, and collaborate with sales and client service to tailor solutions for clients, mentoring newer team members as needed.

The role emphasizes client engagement, market analysis, and strategic recommendations, with responsibilities spanning pre‑sales planning, RFP responses, and annual reviews.

Qualifications

• Bachelor’s degree or the equivalent experience in business, finance, or related field.
• 5+ years banking, sales administration, or related experience.
• 3+ years proven experience in customer service in banking/financial services.
• 3+ years proven expertise in Salesforce.

Responsibilities

• Evaluate and select Treasury products tailored to client needs and business objectives.
• Establish client pricing and deviations based on market research and analysis.
• Provide consultative pre‑sales support, data analysis on clients, and assist in proposal development.
• Lead client meetings, present findings, and ensure alignment with client goals.
• Identify opportunities to improve sales processes and client satisfaction.
• Conduct targeted market research to identify Treasury trends and opportunities.

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s degree

Tools

Salesforce

Job description

Fulton Bank, located within PA/NJ/DE/MD/VA, offers a hybrid full-time role supporting the Sales team and treasury solutions. You will analyze financial data, prepare reports, and collaborate with sales and client service to tailor solutions for clients, mentoring newer team members as needed.

The role emphasizes client engagement, market analysis, and strategic recommendations, with responsibilities spanning pre‑sales planning, RFP responses, and annual reviews.