Treasury Solutions Sales Advisor (Hybrid)

Fulton Financial; Richmond (VA); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Job summary

Fulton Bank in Richmond, VA is seeking a hybrid, full-time professional to support the Sales team by analyzing financial data, preparing reports, and developing Treasury solutions for clients. You will engage in client meetings and help price strategies based on market analysis.

The role requires 5+ years in banking or sales administration, plus Salesforce experience and strong analytical and communication skills. Mentorship and cross-functional collaboration are emphasized.

Qualifications

• 5+ years banking, sales administration, or related.
• 3+ years proven experience in customer service, preferably in banking or financial services environment.
• 3+ years proven expertise in Salesforce application.

Responsibilities

• Evaluate and recommend Treasury products and solutions tailored to client needs and business objectives.
• Establish client pricing structure and recommend deviation from standards based on market analysis.
• Provide proactive, consultative support to the sales team, including pre-sales strategy and proposals.
• Monitor the sales onboarding process and present annual client reviews with recommendations.
• Lead client meetings to gather requirements and discuss banking solutions with clients.
• Conduct targeted market research to identify Treasury trends and opportunities.

Skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s Degree

Tools

Salesforce

Job description

Fulton Bank in Richmond, VA is seeking a hybrid, full-time professional to support the Sales team by analyzing financial data, preparing reports, and developing Treasury solutions for clients. You will engage in client meetings and help price strategies based on market analysis.

The role requires 5+ years in banking or sales administration, plus Salesforce experience and strong analytical and communication skills. Mentorship and cross-functional collaboration are emphasized.