Senior Treasury Management Sales Officer

Fulton Bank; Bridgewater Township (NJ); Presencial; USD 114.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical & prescription coverage

Dental & vision insurance

401(k) with employer match

Employee Stock Purchase Plan

Paid time off & holidays

Disability & maternity leave

Educational assistance

Wellness program

Adoption assistance

Descripción de la vacante

Fulton Bank is seeking an experienced Treasury Sales professional to cover Middle Market and Corporate Banking clients across designated territories in Bucks County, Central and Northern NJ. You will market treasury and cash management solutions, build a strong book of business, and collaborate with Relationship Managers to meet sales targets.

The role requires 5+ years of treasury sales experience, a Bachelor's degree or equivalent, and travel.

Formación

• Bachelor's Degree or the equivalent experience. Specialty: business or equivalent. (Required)
• 5 or more years sales experience, preferably in treasury management. (Required)
• Certified Treasury Planner (Preferred)
• Strong understanding of treasury products, cash management, and financial markets (Required)
• 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)
• Proven track record of managing customer relationships and achieving sales and profitability targets. (Required)
• Ability to leverage technology including CRM systems to interact with clients effectively and efficiently. (Required)
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)

Responsabilidades

• Drive income and create sales opportunities by promoting treasury products and services.
• Engage existing and potential customers through visits, calls, virtual meetings, and written communications; generate new business via referrals and cold calls.
• Maintain a book of business with larger and more complex clients and support specialized commercial teams.
• Prepare customized proposals and follow up to ensure successful sales closures; coordinate onboarding of treasury services.
• Collaborate with relationship managers and product teams to deliver comprehensive treasury solutions.
• Participate in local industry boards and committees to enhance Fulton Bank's reputation.
• Stay informed on market trends, technology developments, regulatory changes; maintain CRM documentation; participate in monthly staff and sales meetings.
• May assist in designing promotional materials and serving on internal treasury-related projects.

Conocimientos

Treasury products knowledge

Sales & relationship management

Negotiation

Financial analysis

CRM proficiency

Communication skills

Detail orientation

Team collaboration

Educación

Bachelor's degree or equivalent experience

Herramientas

CRM systems

Descripción del empleo

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 position can sit at a Fulton Bank location anywhere in Bucks County, Central and Northern NJ and will support our Middle Market and Corporate Banking clients with $25-100 million in annual revenue within those same markets mentioned.

Regional travel required.

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. Collaborate consistently with Relationship Managers, Product Specialists, and Market and Segment 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.

Responsibilities

• 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 existing and potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications. Generate new business by leveraging referrals and conducting cold calls. Responsible for maintaining a book of business with larger and more complex clients. May also support specialized, industry specific, commercial teams.
• 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 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.

Qualifications

Education

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

Experience

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

Certifications

Certified Treasury Planner. (Preferred)

Knowledge, Skills, and Abilities

• Strong understanding of treasury products, cash management, and financial markets (Required)
• 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)
• Proven track record of managing customer relationships and achieving sales and profitability targets. (Required)
• Ability to leverage technology including CRM systems to interact with clients effectively and efficiently. (Required)
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (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 salary range for this position is $114,100.00 - $190,100.00 annually.

Additional Compensation Components

This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

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.

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.