Senior Associate - Treasury Management Sales

Fulton Bank • East Lampeter Township, PA

4d • $57,800 - $96,300 • Hybrid

About The Position

This full-time, hybrid position is 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 Senior Associate supports the Treasury Management Sales team, customers, and prospects by analyzing financial and client data, preparing sales reports and presentations, and helping develop tailored Treasury solutions. The role evaluates and recommends products and pricing, contributes to sales and proposal strategy, engages directly with clients, and supports the delivery and ongoing quality of Treasury services. It also involves market research, process improvement, and leading or mentoring less experienced team members.

The role requires a relevant bachelor’s degree or equivalent experience, substantial banking, sales administration, or related experience, customer service experience, and expertise with the Sales Force application. The successful candidate will bring strong analytical, communication, organizational, and problem-solving skills. The position may also handle other duties assigned by the manager and requires employees to understand and follow applicable compliance programs, laws, regulations, policies, and training requirements.

The salary range is $57,800 to $96,300 annually, with eligibility to participate in a short-term incentive compensation plan subject to individual and company performance. Fulton Bank offers a comprehensive benefits package to eligible employees.

Requirements

• Bachelor’s degree in business, finance, or a related specialty, or equivalent experience.
• 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 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.
• Must be authorized to work in the United States without current or future work-visa sponsorship by Fulton Bank.

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, including their value and benefits to clients.
• Provide consultative support to the sales team, including pre-sales strategy, proposal development, and client engagement planning.
• Analyze client data, transaction history, and product history to support sales officers’ pre-sales planning.
• Respond to requests for proposals by analyzing industry information and client data and recommending suitable products and services.
• Monitor the sales onboarding process to help ensure services are delivered to clients.
• Prepare and present annual client reviews using transaction analysis, product-usage trends, and strategic recommendations to support satisfaction and retention.
• Identify, recommend, and implement process improvements to enhance 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 help maintain a high level of customer satisfaction.
• Respond to and complete sales opportunities involving customers who need Treasury services.
• Research Treasury trends, competitive positioning, and sales opportunities, and recommend marketing materials, event sponsorships, and other brand-visibility activities.
• Lead or support RFP completion by coordinating with internal teams, developing responses, ensuring timely submission, and maintaining a knowledge base of standard responses and product offerings.
• Complete other duties as assigned and follow applicable compliance programs, regulations, policies, procedures, and training requirements.

Benefits

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