Treasury Analytics & Sales Support Specialist

Fulton Bank, N.A.; Lancaster (Lancaster County); Hybrid; USD 30,000 - 51,000; Full time

Benefits offered by this job

Medical plans

Dental & Vision

401k with match

Paid time off

Education assistance

Wellness program

Job summary

Fulton Bank, N.A. is seeking a data-driven professional to support the Sales team and clients by analyzing financial data, preparing reports, and assisting in onboarding and developing tailored treasury solutions.

The role requires collaboration with sales, service, and implementation teams to ensure excellent client outcomes. Ideal candidates will have strong analytical abilities, customer-centric communication, and experience in banking or financial services.

Qualifications

• Bachelor's degree or the equivalent experience.
• Business, finance, or international business is preferred.

Responsibilities

• Evaluate, select and analyze products, solutions, and services for clients.
• Establish client pricing and suggest deviations based on market analysis.
• Support the sales team with data analysis and client information for transactions and product history.
• Coordinate referrals and administrative duties in the sales process.
• Monitor onboarding to ensure timely delivery of services; prepare annual client reviews.
• Participate in client meetings to gather requirements and present findings.
• Conduct market research to identify sales opportunities and promote brand visibility.

Skills

Analytical thinking

Communication

Organizational skills

Customer focus

Education

Bachelor's degree

Business/Finance/International

Tools

Salesforce

Job description

Fulton Bank, N.A. is seeking a data-driven professional to support the Sales team and clients by analyzing financial data, preparing reports, and assisting in onboarding and developing tailored treasury solutions.

The role requires collaboration with sales, service, and implementation teams to ensure excellent client outcomes. Ideal candidates will have strong analytical abilities, customer-centric communication, and experience in banking or financial services.