Treasury Management Sales Officer

Overview

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 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. Responsible for developing and managing relationships with corporate customers, as well as collaborating consistently with Relationship Managers, Product Specialists, and Segment and Market 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. This role involves understanding the treasury and cash management needs of customers and ensuring that the bank meets its sales and profitability targets.
• Engage potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications. They are tasked with generating new business by leveraging referrals and conducting cold calls. They will be responsible for maintaining and developing their book of business.
• 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 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. Duties will also include participating in monthly staff and sales meetings, maintaining updated prospect lists, and reviewing book of business for opportunities.

• 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.

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

3 or more years sales experience, preferably in treasury management. (Required)

3 or more years proven track record of managing customer relationships and achieving sales targets. (Required)

Certified Treasury Professional. (Preferred)

• 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)
• Excellent organizational skills and ability to manage, prioritize, work under pressure and meet tight deadlines (Required)

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 and for ensuring 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…