Senior Treasury Management Sales Officer

About the role

This hybrid position can sit at a Fulton Bank location anywhere in the greater Philadelphia region, NJ and DE and will support our Commercial Banking and Middle Market clients with $5-100 million in annual revenue within those same markets mentioned. Up to 50% regional travel required.

Responsibilities

• Market and sell the entire range of treasury and cash management specific products and services throughout a designated territory within Fulton Bank's geographical footprint as directed by management.
• Maintain in-depth knowledge of industry trends.
• Collaborate consistently with Relationship Managers, Product Specialists, and Market and Segment Leadership to deliver comprehensive treasury solutions to customers and prospects.
• Have a strong community presence and maintain networking contacts in order to access potential customers.
• Responsible for driving income and creating sales opportunities by promoting treasury products and services.
• Engage existing and potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications.
• Generate new business by leveraging referrals and conducting cold calls.
• Support specialized, industry specific, commercial teams.
• Prepare customized proposals tailored to client needs and follow up to ensure successful sales closures.
• Will maintain open, direct, and continuing communication with relationship managers, and other colleagues and provide necessary support to commercial segments and markets in meeting annual sales and profitability goals.
• Engage with internal teams to ensure a seamless onboarding experience for treasury services.
• Maintain awareness and diligence with risk management and regulatory requirements.
• Participate in local industry boards and committees to enhance the bank's reputation as a trusted provider of treasury services.
• Stay informed on market trends, technology developments, economic conditions, and regulatory changes that impact treasury management.
• Maintain proficiency in CRM systems, documenting sales activities and customer insights.

Requirements

• Bachelor’s degree or the equivalent experience in Business or a related field.
• 5 or more years of Sales experience in the Treasury Management.
• Up to 50% regional travel required.
• Preferred: Certified Treasury Planner.

Skills and Abilities

• Strong understanding of treasury products, cash management, and financial markets.
• Excellent communication, negotiation, and interpersonal skills.
• High attention to detail and strong problem-solving skills.
• Ability to analyze financial data and market trends.
• Proven track record of managing customer relationships and achieving sales and profitability targets.
• Ability to leverage technology including CRM systems to interact with clients effectively and efficiently.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.

Benefits

• Medical plans with prescription drug coverage;
• Flexible spending account or health savings account depending on the medical plan chosen;
• Dental and vision insurance;
• Life insurance;
• 401(k) program with employer match and Employee Stock Purchase Plan;
• Paid time off programs including holiday pay and paid volunteer time;
• Disability insurance coverage and maternity and parental leave;
• Adoption assistance;
• Education assistance and a robust wellness program with financial incentives.

Pay

The salary range for this position is $114,100.00 - $190,100.00 annually.

Schedule

This role is a full-time position with some flexibility for remote work.