Treasury Management Sales Officer

About the role

This hybrid position can sit at a Fulton Bank location anywhere in the Delaware or greater Philadelphia region, and will support our Commercial Banking and Middle Market clients with $5-100 million in annual revenue within those same markets.

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.
• Develop and manage relationships with corporate customers, as well as collaborate consistently with Relationship Managers, Product Specialists, and Segment and Market Leadership to deliver comprehensive treasury solutions to customers and prospects.
• Access potential customers through a strong community presence and maintain networking contacts.
• Drive income and create sales opportunities by promoting treasury products and services.
• Generate new business by leveraging referrals and conducting cold calls.
• Engage potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications.
• 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 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 bank 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.
• Specialty business or equivalent.
• 3 or more years sales experience, preferably in treasury management.
• 3 or more years proven track record of managing customer relationships and achieving sales targets.

Qualifications

• Excellent communication, negotiation, and interpersonal skills.
• High attention to detail and strong problem-solving skills.
• Ability to analyze financial data and market trends.
• Excellent organizational skills and ability to manage, prioritize, work under pressure and meet tight deadlines.

Skills

• Knowledge of treasury and cash management needs.
• Proficiency in CRM systems.

Benefits

Additional Compensation Components: This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance. Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes 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

$81,200.00 - $135,300.00 annually.

Schedule

Hybrid schedule, with up to 50% regional travel required.