Senior Treasury Management Sales Officer

About the role

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This hybrid position can sit at a Fulton Bank location anywhere between central Virginia and Hampton Roads and will support our Commercial Banking clients with $5-25 million in annual revenue. 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 to access potential customers.
• Drive income and create sales opportunities by promoting treasury products and services.
• Understand the treasury and cash management needs of customers and ensure the bank meets its sales and profitability targets.
• Engage existing and potential customers through personal visits, phone calls, virtual meetings, and written communications.
• Generate new business by leveraging referrals and conducting cold calls.
• Maintain a book of business with larger and more complex clients; may also support specialized, industry‑specific commercial teams.
• Prepare customized proposals tailored to client needs and follow up to ensure successful sales closures.
• Maintain open, direct, and continuing communication with relationship managers and colleagues; 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.
• Participate in monthly staff and sales meetings, maintain updated prospect lists, and review the book of business for opportunities.
• Assist in designing and presenting promotional materials, including seminars and workshops for internal and external audiences.
• Serve as a stakeholder or committee member for internal treasury‑related projects or initiatives.

Requirements

• Education: Bachelor's Degree or equivalent experience; specialty business or equivalent (Required).
• Experience: 5 or more years of sales experience, preferably in treasury management (Required).
• Certifications: Certified Treasury Planner (Preferred).

Knowledge, Skills, and Abilities

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

Benefits

• Eligible to receive equity in the form of restricted stock units.
• Eligible to participate in a short‑term incentive compensation plan subject to individual and company performance.
• Comprehensive benefits package including 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; educational assistance; and a robust wellness program with financial incentives.

Pay

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