Sales Officer - Treasury Management

Fulton Bank; Lancaster (Lancaster County); On-site; USD 81,000 - 135,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401(k) match

Paid time off

Employee stock purchase plan

Job summary

Fulton Bank seeks an experienced Treasury Sales professional to market and sell treasury and cash management solutions within a designated territory. You will develop relationships with corporate clients, collaborate with Relationship Managers, Product Specialists, and leadership to deliver tailored treasury solutions while expanding your book of business.

Ideal candidates have 3+ years of treasury sales, a track record of meeting targets, and strong communication and analytical skills.

Qualifications

• Bachelor's Degree or equivalent experience required.
• 3+ years sales experience, preferably in treasury management.
• 3+ years proven track record of managing customer relationships and achieving sales targets.
• Certified Treasury Professional preferred.

Responsibilities

• Drive income and create sales opportunities by promoting treasury products and services.
• Engage potential customers through visits, calls, virtual meetings, and written communications; build book of business.
• Prepare customized proposals and follow up to close sales; coordinate with relationship managers and teams for onboarding.
• Maintain risk management awareness and regulatory compliance; stay informed on market trends and regulatory changes.
• Participate in industry boards/committees to boost Fulton Bank's treasury reputation.
• Attend meetings, maintain prospect lists, and review the book of business for opportunities.

Skills

Communication

Negotiation

Interpersonal skills

Attention to detail

Financial analysis

Organizational skills

CRM systems

Education

Bachelor's Degree or equivalent experience

Tools

CRM systems

Job description

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.

Market and sell the entire range of treasury and cash management specific products and services throughout a designated territory within Fulton Bank's geographical footprint as directed by management. Maintain in depth knowledge of industry trends. Responsible for developing and managing relationships with corporate customers, as well as collaborating consistently with Relationship Managers, Product Specialists, and Segment and Market Leadership to deliver comprehensive treasury solutions to customers and prospects. Have a strong community presence and maintain networking contacts in order to access potential customers.

• Responsible for driving income and creating sales opportunities by promoting treasury products and services. This role involves understanding the treasury and cash management needs of customers and ensuring that the bank meets its sales and profitability targets.
• Engage potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications. They are tasked with generating new business by leveraging referrals and conducting cold calls. They will be responsible for maintaining and developing their book of business.
• Prepare customized proposals tailored to client needs and follow up to ensure successful sales closures. Will maintain open, direct, and continuing communication with relationship managers, and other colleagues and provide necessary support to commercial segments and markets in meeting annual sales and profitability goals. Engage with internal teams to ensure a seamless onboarding experience for treasury services. Maintain awareness and diligence with risk management and bank regulatory requirements.
• Participate in local industry boards and committees to enhance the bank's reputation as a trusted provider of treasury services.
• Stay informed on market trends, technology developments, economic conditions, and regulatory changes that impact treasury management. Maintain proficiency in CRM systems, documenting sales activities and customer insights. Duties will also include participating in monthly staff and sales meetings, maintaining updated prospect lists, and reviewing book of business for opportunities

Additional Responsibilities

• May assist in designing and presenting promotional materials, including seminars and workshops to both internal and external audiences.
• May serve as a stakeholder or committee member for internal treasury related projects or initiatives.

Education

Bachelor's Degree or the equivalent experience. Specialty business or equivalent. (Required)

Experience

3 or more years sales experience, preferably in treasury management. (Required)

3 or more years proven track record of managing customer relationships and achieving sales targets. (Required)

Certifications

Certified Treasury Professional. (Preferred)

Knowledge, Skills, and Abilities

• Excellent communication, negotiation, and interpersonal skills (Required)
• High attention to detail and strong problem-solving skills (Required)
• Ability to analyze financial data and market trends (Required)
• Excellent organizational skills and ability to manage, prioritize, work under pressure and meet tight deadlines (Required)

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.

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 $81,200.00 - $135,300.00 annually.

Additional Compensation Components

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

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.