Fulton Financial

Senior Sales Officer - Treasury Management

Fulton Financial$114K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in Business or related field (Required)
  • 5+ years of sales experience in Treasury Management (Required)
  • Certified Treasury Planner (Preferred)
  • Strong understanding of treasury products, cash management, and financial markets (Required)
  • Excellent communication, negotiation, and interpersonal skills (Required)
  • Proven track record of managing customer relationships and achieving sales targets (Required)

Responsibilities

  • Drive income and sales opportunities by promoting treasury products and services.
  • Engage existing and potential customers through multiple communication channels.
  • Prepare customized proposals and ensure successful sales closures.
  • Participate in local industry boards to enhance the bank’s reputation.
  • Stay informed on market trends and regulatory changes impacting treasury management.

Benefits

  • Comprehensive medical plans with prescription drug coverage
  • Flexible spending or health savings account options
  • 401(k) program with employer match
  • Paid time off including holidays and volunteer days
  • Educational assistance and wellness program incentives
Full Job Description
Overview

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.

 

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.

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’s degree or the equivalent experience in Business or a related field. (Required)

Experience

5 or more years of Sales experience in the Treasury Management. (Required)

 

Up to 50% regional travel 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 $114,100.00 - $190,100.00 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.

About Fulton Financial

Fulton Financial Corporation is a U.S. regional financial services holding company, headquartered in Lancaster, Pennsylvania. Fulton Financial Corp. has over $26 billion in assets, operates more than 200 banking offices and 300 ATMs throughout Pennsylvania, Maryland, Delaware, New Jersey and Virginia through the following subsidiary banks: Fulton Bank, N.A., Fulton Bank of New Jersey, The Columbia Bank, Lafayette Ambassador Bank, FNB Bank, N.A. and Swineford National Bank. Fulton Financial Corporation specializes in community banking services, specialty banking services, and investment management services. The company was founded in 1882 and has been publicly traded since 1983.
Learn more about Fulton Financial
Size
3,200 employees
Market Cap
$2.8 billion
Industry
Net Income
$178 million
Founded
1882
5 Year Trend
+3.7%
NASDAQ

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