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Fulton Bank · 2 weeks ago

Senior Treasury Management Sales Analyst

Pennsylvania, United States

Full-time

Hybrid

Senior Level

$50K/yr - $84K/yr

5+ years exp

Fulton Bank is committed to making a positive impact in local communities and fostering a culture of continuous learning and inclusion. The Senior Treasury Management Sales Analyst plays a critical role in supporting the Sales team and clients by analyzing financial data, preparing sales reports, and developing Treasury solutions tailored to client needs.

BankingFinancial Services

No H1B

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

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

Qualification

Sales Force applicationFinancial data analysisCustomer serviceAnalytical skillsCommunication skillsOrganizational skillsClient engagementProblem-solving skillsTeam collaboration