Senior Treasury Management Sales Officer

Senior Treasury Management Sales Officer Fulton Bank - 3.4 Philadelphia, PA Job Details Full-time 3 hours ago Qualifications Treasury management Sales negotiation Financial sales Customer relationship building Financial market research Financial analysis Client database systems Financial product expertise Sales management systems proficiency Time-based sales targets Cash management Activity sales targets Computer skills Corporate sales environment CRM system proficiency Financial markets knowledge

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)