Treasury Management Sales Executive

Fulton Bank, N.A.; Lancaster (Lancaster County); On-site; USD 81,000 - 135,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Dental and vision insurance

Paid time off

Job summary

Fulton Bank, N.A. is seeking a Sales Officer - Treasury Management to market and sell the full treasury and cash management product suite across its PA footprint.

You will build deep corporate relationships and collaborate with Relationship Managers, Product Specialists, and leadership to deliver comprehensive treasury solutions. The role requires 3+ years in treasury sales, a CPA/CTP credential preferred, and strong communication with a focus on meeting sales targets.

Qualifications

• Requires 3+ years of sales experience, preferably in treasury management.
• Proven track record of managing customer relationships and achieving sales targets.
• Certified Treasury Professional preferred.

Responsibilities

• Drive income and create sales opportunities by promoting treasury products and services.
• Engage potential customers through visits, calls, virtual meetings, and written communications.
• Prepare customized proposals and support onboarding of treasury services.
• Engage with industry boards/committees to enhance Fulton Bank's reputation.
• Maintain CRM activity and stay informed on market trends and regulatory changes.

Skills

Communication skills

Negotiation

Interpersonal skills

Attention to detail

Financial data analysis

Education

Bachelor's Degree

Tools

CRM systems

Job description

Fulton Bank, N.A. is seeking a Sales Officer - Treasury Management to market and sell the full treasury and cash management product suite across its PA footprint.

You will build deep corporate relationships and collaborate with Relationship Managers, Product Specialists, and leadership to deliver comprehensive treasury solutions. The role requires 3+ years in treasury sales, a CPA/CTP credential preferred, and strong communication with a focus on meeting sales targets.