Senior Treasury Management Sales Associate (Hybrid)

Fulton Bank, N.A.; Bridgewater Township (NJ); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Benefits package

Incentive plan

Job summary

Fulton Bank, N.A. is seeking a Senior Associate - Treasury Management Sales to support the Sales team in analyzing client data and developing tailored Treasury solutions. This hybrid role spans the five-state footprint of PA, NJ, DE, MD, and VA with hybrid in-office and remote work following training.

You will engage with clients, present pricing strategies, and collaborate with internal partners to drive revenue and client satisfaction through cash management services.

Qualifications

• Bachelor's degree in business, finance or related field.
• 5+ years banking, sales administration, or related experience.
• 3+ years proven experience in customer service, preferably in banking/financial services; 3+ years in Salesforce.

Responsibilities

• Evaluate and select Treasury products and solutions aligned with client needs and objectives.
• Establish client pricing structure and adjust based on market analysis.
• Provide proactive pre-sales support, data analysis and client engagement planning.
• Monitor onboarding to ensure service delivery; present annual client reviews and strategic recommendations.
• Lead client meetings to gather requirements and discuss banking solutions.
• Conduct targeted market research to identify Treasury trends and new sales opportunities.

Skills

Analytical skills

Communication skills

Organizational skills

Salesforce

Education

Bachelor's Degree in business, finance or related

Tools

Salesforce

Job description

Fulton Bank, N.A. is seeking a Senior Associate - Treasury Management Sales to support the Sales team in analyzing client data and developing tailored Treasury solutions. This hybrid role spans the five-state footprint of PA, NJ, DE, MD, and VA with hybrid in-office and remote work following training.

You will engage with clients, present pricing strategies, and collaborate with internal partners to drive revenue and client satisfaction through cash management services.