Senior Treasury Management Sales Analyst
US-PA-Lancaster
Careers
Req #: 22703
Type: Full-Time
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Overview: This is a full-time, hybrid career opportunity based out of one of our Fulton Bank locations within our 5-state footprint of PA, NJ, DE, MD, VA. Typical work hours are Monday to Friday 8 AM to 5 PM, hybrid schedule is 3 days in the office and 2 days at home following 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: * Under minimal supervision, handle the evaluation, selection and strategic recommendation of Treasury products and solutions tailored to client needs and business objectives. * 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.to ensure quality customer service is met. 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 5 or more years banking, sales administration, or international trade. (Required) 3 or more years proven experience in customer service, preferably in a banking or financial services environment. (Required) 3 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. (Required) * Excellent communication skills, both verbal and written, with a customer-centric approach. (Required) * Exceptional organizational skills, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. (Required)
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