Senior Treasury Management Sales Officer

Fulton Bank•Parsippany, NJ

About The Position

The Senior Treasury Management Sales Officer sells the full range of treasury and cash management products and services across an assigned territory within Fulton Bank’s geographic footprint. The role supports Middle Market and Corporate Banking clients with $25–$100 million in annual revenue in Bucks County and Central and Northern New Jersey. It may be based at a Fulton Bank location anywhere in Bucks County, Central or Northern New Jersey, and requires regional travel. The officer works closely with Relationship Managers, Product Specialists, and Market and Segment Leadership to deliver treasury solutions, build business, and achieve sales and profitability goals. The position maintains a book of business that includes larger and more complex clients, develops community and industry relationships, and keeps current on treasury trends, technology, economic conditions, and regulations. It also supports effective client onboarding, risk management, and regulatory compliance.

Requirements

Bachelor’s degree or equivalent experience; business or equivalent specialty.
At least 5 years of sales experience.
Strong understanding of treasury products, cash management, and financial markets.
Excellent communication, negotiation, and interpersonal skills.
High attention to detail and strong problem-solving skills.
Ability to analyze financial data and market trends.
Proven ability to manage customer relationships and achieve sales and profitability targets.
Ability to use technology, including CRM systems, to interact with clients effectively and efficiently.
Excellent organizational skills and ability to manage and prioritize work under pressure and meet tight deadlines.
Must be authorized to work in the United States without current or future visa sponsorship.

Nice To Haves

Sales experience in treasury management.
Certified Treasury Planner certification.

Responsibilities

Drive income and create sales opportunities by promoting treasury products and services.
Assess customer treasury and cash management needs and help the bank meet sales and profitability targets.
Engage existing and prospective customers through in-person visits, phone calls, virtual meetings, and written communications.
Generate new business through referrals and cold calls.
Manage a book of business that includes larger and more complex clients, and potentially support specialized industry-specific commercial teams.
Prepare client-specific proposals and follow up to close sales.
Communicate regularly with Relationship Managers and other colleagues, supporting commercial segments and markets in achieving annual sales and profitability goals.
Coordinate with internal teams to provide a seamless onboarding experience for treasury services.
Maintain awareness of risk management and regulatory requirements and comply with applicable policies and procedures.
Participate in local industry boards and committees to strengthen the bank’s reputation as a treasury services provider.
Stay informed about market trends, technology developments, economic conditions, and regulatory changes that affect treasury management.
Use CRM systems to document sales activity and customer insights.
Participate in monthly staff and sales meetings, keep prospect lists current, and review the book of business for opportunities.
May help design and present promotional materials, seminars, and workshops to internal and external audiences.
May serve as a stakeholder or committee member for internal treasury-related projects or initiatives.
Perform other duties as assigned by the manager and complete required compliance training by established deadlines.

Benefits

Medical plans with prescription drug coverage.
Flexible spending account or health savings account, depending on the medical plan chosen.
Dental and vision insurance.
Life insurance.
401(k) program with employer match.
Employee Stock Purchase Plan.
Paid time off programs, including holiday pay and paid volunteer time.
Disability insurance coverage.
Maternity and parental leave.
Adoption assistance.
Educational assistance.
Wellness program with financial incentives.
Eligibility for equity in the form of restricted stock units.
Eligibility to participate in a short-term incentive compensation plan, subject to individual and company performance.