Senior Treasury Management Sales Specialist

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

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Adoption assistance

Dental and vision insurance

Job summary

Fulton Bank, N.A. is seeking a Senior Associate to support Treasury Management Sales across our 5-state footprint. The role involves analyzing financial data, preparing reports and presentations, and advising on Treasury solutions for clients.

Hybrid work arrangement with office presence in the Corporate Headquarters region. You will lead client meetings, provide pricing guidance, and collaborate with sales and client service teams to drive client satisfaction and growth.

Qualifications

• Bachelor's degree in business, finance or related field is required.
• 5+ years banking, sales administration, or related experience is required.
• 3+ years proven experience in customer service is required.
• 3+ years proven expertise in Salesforce (Sales Force) application is required.

Responsibilities

• Evaluate and strategically recommend Treasury products and solutions tailored to client needs and objectives.
• Establish client pricing structures and justify deviations based on market analysis.
• Support the sales team with pre-sales planning, data analysis, and client engagement planning.
• Lead client meetings and prepare annual reviews with transaction analysis and usage trends.
• Identify opportunities for process improvements to enhance sales efficiency.
• Conduct targeted market research on Treasury trends and new sales opportunities.

Skills

Analytical thinking

Communication skills

Organizational skills

Customer-centric

Education

Bachelor's Degree in Business/Finance

Tools

Salesforce

Job description

Fulton Bank, N.A. is seeking a Senior Associate to support Treasury Management Sales across our 5-state footprint. The role involves analyzing financial data, preparing reports and presentations, and advising on Treasury solutions for clients.

Hybrid work arrangement with office presence in the Corporate Headquarters region. You will lead client meetings, provide pricing guidance, and collaborate with sales and client service teams to drive client satisfaction and growth.