Treasury Solutions Sales Lead (Hybrid)

Fulton Bank; Lancaster (Lancaster County); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Employee Stock Purchase Plan

Paid time off

Job summary

Fulton Bank is seeking a Treasury Sales Analyst to support the Sales team and clients by analyzing financial data, preparing reports, and developing Treasury solutions. The role involves direct client engagement, market analysis, and collaboration with sales and client services to drive revenue and client satisfaction.

Responsibilities include pricing strategy, pre-sales support, client meetings, and ongoing market research to identify opportunities.

Qualifications

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

Responsibilities

• Evaluate and strategically recommend Treasury products and solutions tailored to client needs and objectives.
• Establish client pricing structure and deviation based on market analysis.
• Provide proactive, consultative support to the sales team and assist in pre-sales planning and proposals.
• Monitor sales onboarding to ensure delivery of services and present annual client reviews with transaction analysis and trends.
• Lead client meetings to gather requirements and discuss banking solutions aligning with client goals.
• Conduct market research to identify Treasury trends, competitive positioning, and new sales opportunities.

Skills

Analytical skills

Communication skills

Organizational skills

Client engagement

Education

Bachelor's degree or equivalent (finance/business)

Tools

Salesforce

Job description

Fulton Bank is seeking a Treasury Sales Analyst to support the Sales team and clients by analyzing financial data, preparing reports, and developing Treasury solutions. The role involves direct client engagement, market analysis, and collaboration with sales and client services to drive revenue and client satisfaction.

Responsibilities include pricing strategy, pre-sales support, client meetings, and ongoing market research to identify opportunities.