Senior Associate - Treasury Management Sales

Fulton Bank • Lancaster, PA

3d • Hybrid

About The Position

This is a full-time, hybrid career opportunity based at a Fulton Bank location within its five-state footprint of Pennsylvania, New Jersey, Delaware, Maryland, or Virginia. Typical hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. After successful completion of the training period, the hybrid schedule is three days in the office and two days at home.

The role supports the Treasury Management Sales team, customers, and prospects by analyzing financial data, preparing sales reports and presentations, and helping develop client Treasury solutions. It requires strong analytical skills, product knowledge, attention to detail, collaboration with sales and client service teams, and the ability to lead and mentor less experienced team members. The position includes direct client engagement, participation in client meetings, and strategic product and pricing recommendations based on client data and market analysis.

The role evaluates and recommends Treasury products and solutions tailored to client needs and business objectives, establishes client pricing structures, supports pre-sales strategy and proposal development, and manages requests for proposals. It monitors sales onboarding, prepares annual client reviews, supports existing clients, identifies process improvements and sales opportunities, and conducts market research on Treasury trends and competitors. The position may also lead or support RFP completion by coordinating information across internal teams and maintaining standard responses and product knowledge.

Employees are expected to follow applicable compliance programs, regulations, policies, and procedures; complete required compliance training on time; identify compliance risks; and escalate them appropriately. Candidates must be authorized to work in the United States without current or future visa sponsorship.

Requirements

• Bachelor’s degree or equivalent experience in business, finance, or a related specialty.
• At least 5 years of experience in banking, sales administration, or a related field.
• At least 3 years of customer service experience, preferably in banking or financial services.
• At least 3 years of proven expertise in the Salesforce 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 visa sponsorship.

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 thorough knowledge of applicable products and services, including their value and benefits to clients.
• Provide consultative support to the sales team on 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, manage the process, and recommend suitable products and services based on industry information and client data.
• Monitor the sales onboarding process to ensure services are delivered to clients.
• Prepare and present annual client reviews using transaction analysis, product usage trends, and strategic recommendations to support client satisfaction and retention.
• Identify, recommend, and implement process improvements to improve Sales team 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 a high level of customer satisfaction.
• Respond to and complete sales opportunities involving customers who need Treasury services.
• Conduct market research to identify emerging Treasury trends, competitive positioning, and new sales opportunities.
• Recommend marketing materials, event sponsorships, and other activities to promote brand visibility.
• Lead or support RFP completion for prospective or existing clients evaluating the bank’s cash management services.
• Collaborate with internal teams to gather technical and service information, develop RFP responses, and ensure timely submission.
• Maintain a knowledge base of standard responses and product offerings.
• Lead and mentor less experienced team members.
• Complete assigned compliance training, follow applicable laws and policies, identify compliance risks, and escalate them appropriately.

Benefits

• Medical plans with prescription drug coverage
• Flexible spending account or health savings account, depending on the medical plan selected
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior