Senior Treasury Management Sales Advisor (Hybrid)

Fulton Bank, N.A.; Lancaster (Lancaster County); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical plans

401(k) matching

Paid time off

Job summary

Fulton Bank is seeking a Senior Associate - Treasury Management Sales to join our team in a hybrid role based in our PA/NJ/DE/MD/VA footprint. You will analyze financial data, prepare sales reports, and help develop treasury solutions for clients, collaborating with Sales and Client Service to meet objectives.

The position requires 5+ years in banking or sales administration, strong analytical skills, and experience with Salesforce.

Qualifications

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

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.
• 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.

Skills

Analytical thinking

Communication skills

Organizational skills

Education

Bachelor's Degree or equivalent experience

Job description

Fulton Bank is seeking a Senior Associate - Treasury Management Sales to join our team in a hybrid role based in our PA/NJ/DE/MD/VA footprint. You will analyze financial data, prepare sales reports, and help develop treasury solutions for clients, collaborating with Sales and Client Service to meet objectives.

The position requires 5+ years in banking or sales administration, strong analytical skills, and experience with Salesforce.