Senior Analyst - Treasury Management Sales
About The Position
This full-time hybrid role is based at a Fulton Bank location within its five-state footprint of Pennsylvania, New Jersey, Delaware, Maryland, and Virginia. Typical hours are Monday through Friday, 8 a.m. to 5 p.m. After successful training, the hybrid schedule is three days in the office and two days at home. The Senior Analyst supports the Treasury Management Sales team, customers, and prospects by analyzing financial data, preparing sales reports and presentations, and helping develop Treasury solutions. The role calls for strong analytical skills, detailed knowledge of applicable products, and effective collaboration with sales and client service teams. It also includes leading and mentoring junior team members, engaging directly with clients, participating in client meetings, and making strategic product and pricing recommendations based on client data and market analysis. The position evaluates and recommends Treasury products and solutions tailored to client needs and business objectives, establishes client pricing structures, supports sales strategy and proposals, and contributes to client engagement planning. It monitors sales onboarding, prepares annual client reviews, provides ongoing client support, responds to sales opportunities and requests for proposals, and identifies process improvements. The role also conducts market research on Treasury trends, competitors, and sales opportunities, and may work with international transactions in Global Transaction Banking. It may lead or support RFP responses for cash management services, coordinating information across internal teams and maintaining standard response materials. Employees are responsible for completing assigned compliance training, understanding and following relevant company policies and applicable laws and regulations, identifying compliance risks, and escalating them to management. Other duties may be assigned by the manager.
Requirements
- Bachelor's degree or equivalent experience; general studies specialty is required.
- At least 5 years of experience in banking, sales administration, or international trade.
- At least 3 years of proven customer service experience, preferably in banking or financial services.
- At least 3 years of proven expertise with the Sales Force application.
- Strong analytical and problem-solving skills, including the ability to interpret complex financial data.
- Excellent verbal and written communication skills and a customer-centric approach.
- Exceptional organizational skills and the ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Authorization to work in the United States without current or future work visa sponsorship by Fulton Bank.
Nice To Haves
- Bachelor's degree or equivalent experience specializing in business, finance, or international business.
- Experience with international transactions in Global Transaction Banking.
- Experience leading or supporting RFPs for cash management services.
Responsibilities
- Evaluate, select, and strategically recommend Treasury products and solutions tailored to client needs and business objectives.
- Establish client pricing structures and recommend deviations from standard pricing based on market analysis and research.
- Maintain a thorough understanding of applicable products and services, their value, and client benefits.
- Provide consultative support to the sales team, including pre-sales strategy, proposal development, and client engagement planning.
- Analyze client data, account transactions, and product history to support sales officers' pre-sales planning.
- Respond to requests for proposals by analyzing industry information and client data and recommending appropriate products and services.
- Monitor the sales onboarding process to ensure services are delivered to clients.
- Prepare and present annual client reviews using transaction analysis and product usage trends, and make strategic recommendations to support client satisfaction and retention.
- Identify, recommend, and implement process improvements to improve the Sales team's efficiency and effectiveness.
- Participate independently in client meetings to gather requirements, present findings, and discuss banking solutions aligned with client goals.
- Provide ongoing client support, respond to inquiries, and maintain customer satisfaction.
- Respond to and complete sales opportunities involving customers who need Treasury services.
- Conduct market research into Treasury trends, competitive positioning, and sales opportunities.
- Recommend marketing materials, event sponsorships, and other activities to promote brand visibility.
- May work with international transactions in Global Transaction Banking.
- May lead or support RFP completion for prospective or existing clients evaluating cash management services; coordinate information from internal teams, develop responses, ensure timely submission, and maintain standard response and product information.
- Lead and mentor junior team members.
- Complete assigned compliance training, follow applicable policies and regulations, identify compliance risks, and escalate them to appropriate management.
- Perform other duties as assigned by the manager.
Benefits
- Medical plans with prescription drug coverage.
- Flexible spending account or health savings account, depending on the medical plan chosen.
- Dental insurance.
- Vision insurance.
- Life insurance.
- 401(k) program with employer match.
- Employee Stock Purchase Plan.
- Paid time off programs, including holiday pay.
- Paid volunteer time.
- Disability insurance coverage.
- Maternity and parental leave.
- Adoption assistance.
- Educational assistance.
- Wellness program with financial incentives.
- Short-term incentive compensation plan, subject to individual and company performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
