Senior Treasury Management Sales Officer

Fulton Bank•Bridgewater, NJ

7d•$114,100 - $190,100

About The Position

The Senior Treasury Management Sales Officer markets and sells treasury and cash management products and services across a designated 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 in those areas, and regional travel is required. The position develops treasury sales opportunities and supports income and profitability goals by assessing client needs, preparing tailored proposals, maintaining a book of larger and more complex clients, and coordinating with relationship managers, product specialists, and market and segment leadership. The officer builds community and industry relationships, keeps current on market and regulatory developments, and works with internal teams to support successful treasury-services onboarding. The role also requires attention to risk management and compliance responsibilities.

Requirements

Bachelor’s degree in business or an equivalent specialty, or equivalent experience.
At least 5 years of sales experience; treasury management sales experience is preferred.
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 Fulton Bank sponsorship for a work visa.
Must read, understand, and act on applicable company compliance programs, regulations, policies, and procedures, complete assigned compliance training by its due dates, and identify and escalate relevant compliance risks.

Nice To Haves

Certified Treasury Planner certification.
Sales experience in treasury management.

Responsibilities

Promote and sell the bank’s treasury and cash management products and services throughout an assigned territory.
Drive income and create sales opportunities while helping meet sales and profitability targets.
Understand the treasury and cash management needs of existing and prospective customers.
Engage customers and prospects through visits, phone calls, virtual meetings, and written communications.
Generate new business through referrals and cold calls.
Maintain a book of business involving larger and more complex clients; may support specialized industry-specific commercial teams.
Prepare customized client proposals and follow up to close sales.
Communicate regularly with relationship managers and colleagues and support commercial segments and markets in achieving annual sales and profitability goals.
Coordinate with internal teams to ensure a seamless treasury-services onboarding experience.
Maintain awareness of risk management and regulatory requirements and escalate compliance risks appropriately.
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 affecting treasury management.
Use CRM systems to document sales activities and customer insights; maintain prospect lists and review the book of business for opportunities.
Participate in monthly staff and sales meetings.
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.
Complete assigned compliance training and follow applicable compliance programs, laws, regulations, policies, and procedures.
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 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
Equity in the form of restricted stock units
Eligibility to participate in a short-term incentive compensation plan, subject to individual and company performance