Senior Treasury Management Sales Officer

2 months ago

Lancaster, United States Disability Solutions Full time
Value Proposition

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.

Overview

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.

This hybrid position can sit at a Fulton Bank location anywhere in PA, NJ, MD, DE and DC metropolitan region and will support our large, complex Corporate Banking clients of $100 million or more in annual revenue.

Responsibilities

  • Responsible for driving income and creating sales opportunities by promoting treasury products and services. This role involves understanding the treasury and cash management needs of customers and ensuring that the bank meets its sales and profitability targets.
  • 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. Responsible for maintaining 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. 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. Duties will also include participating in monthly staff and sales meetings, maintaining updated prospect lists, and reviewing book of business for opportunities.


Additional Responsibilities

  • May assist in designing and presenting promotional materials, including seminars and workshops to both internal and external audiences.
  • May serve as a stakeholder or committee member for internal treasury related projects or initiatives.


Qualifications

Education

Bachelor Degree or the equivalent experience. Specialty: business or equivalent. (Required)

Experience

5 or more years Treasury Management or Cash Management sales experience, preferably with Corporate Banking clients of $100 million or more in annual revenue. (Required)

Must be able to travel throughout our 5 state footprint.

Experience with CRM systems such as Salesforce (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)


Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $105,500.00 - $175,900.00 annually.

Additional Compensation Components

This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

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. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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