Senior Treasury Management Sales Analyst

Senior Treasury Management Sales Analyst

This is a full-time, hybrid career opportunity based out of one of our Fulton Bank locations within our five-state footprint of PA, NJ, DE, MD, VA. Typical work hours are Monday to Friday 8 AM to 5 PM, hybrid schedule is three days in the office and two days at home following a successful training period.

This position plays a critical role in supporting the Sales team as well as customers and prospects by analyzing financial data, preparing sales reports, presentations, and assisting in the development of Treasury solutions for clients. This position requires a detail-oriented individual with exceptional analytical skills, a firm understanding of applicable products, and the ability to collaborate effectively with sales and client service teams. The role also requires the ability to lead and mentor junior team members. The role includes direct client engagement, participation in client meetings, and making strategic product and pricing recommendations based on client data and market analysis.

Responsibilities:

• Responsible for establishing client pricing structure and recommending deviation from standards based on market analysis and research. Maintain a thorough understanding of applicable products and services, including understanding of value and client benefit.
• Provide proactive, consultative support to the sales team, contributing to pre-sales strategy, proposal development, and client engagement planning. Will consult and coordinate with sales officers on pre-sales planning activities by performing data analysis on clients and providing client information as it pertains to account transaction and product history. Will also be responsible for responding to any incoming requests for proposals and managing the process by analyzing industry information and client data to make recommendations on the best possible products and services.
• Responsible for monitoring the sales onboarding process to ensure delivery of services to the client. Will prepare and present annual client reviews, incorporating transaction analysis, product usage trends, and strategic recommendations to enhance client satisfaction and retention. Identify, recommend, and implement process improvements to enhance the efficiency and effectiveness of the Sales team.
• Independently participate in client meetings to gather requirements, present findings, and discuss relevant banking solutions, ensuring alignment with client goals and strategic objectives. Provide ongoing support to clients, addressing inquiries and ensuring a high level of customer satisfaction. Maintain an active role in responding to and completing sales opportunities with customers needing Treasury services.
• Conduct targeted market research to identify emerging Treasury trends, competitive positioning, and new sales opportunities. Make recommendations on marketing materials, event sponsorships and other activities to promote brand visibility.

Additional Responsibilities:

• This role may require working with international transactions in Global Transaction Banking.
• May lead or support in the completion of RFPs for prospective or existing clients evaluating the bank's cash management services. Collaborate with various internal teams to gather technical and service-related information, develop responses, and ensure timely submission. Maintain a knowledge base of standard responses and product offerings.

Qualifications:

• Education: Bachelor's Degree or the equivalent experience. Specialty: general studies. (Required)
• Bachelor's Degree or the equivalent experience. Specialty: business, finance, or international business. (Preferred)
• Experience: Five or more years banking, sales administration, or international trade. (Required)
• Three or more years proven experience in customer service, preferably in a banking or financial services environment. (Required)
• Three or more years proven expertise in Sales Force application. (Required)

Knowledge, Skills, and Abilities:

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication skills, both verbal and written, with a customer-centric approach.
• Exceptional organizational skills, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Pay Transparency:

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range for this position is $50,200.00 - $83,700.00 annually. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance. Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify.

EEO Statement:

Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.