Senior Sales Officer - Treasury Management in Philadelphia, Pennsylvania at Fulton Bank

Requisition ID: 2026-23705
Category: Treasury Management
# of Openings: 1
Position Type (Portal Searching): Full-Time
Two Liberty Place Bldg
Philadelphia
FLSA Status: Exempt

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This hybrid position can sit at a Fulton Bank location anywhere in the greater Philadelphia region, NJ and DE and will support our Commercial Banking and Middle Market clients with $5-100 million in annual revenue within those same markets mentioned.

Up to 50% regional travel required.

Market and sell the entire range of treasury and cash management specific products and services throughout a designated territory within Fulton Bank's geographical footprint as directed by management. Maintain in depth knowledge of industry trends. Collaborate consistently with Relationship Managers, Product Specialists, and Market and Segment Leadership to deliver comprehensive treasury solutions to customers and prospects. Have a strong community presence and maintain networking contacts in order to access potential customers.

Responsibilities

• Responsible for driving income and creating sales opportunities by promoting treasury products and services. This role involves understanding the treasury and cash management needs of customers and ensuring that the bank meets its sales and profitability targets.
• Engage existing and potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications. Generate new business by leveraging referrals and conducting cold calls. Responsible for maintaining a book of business with larger and more complex clients. May also support specialized, industry specific, commercial teams.
• Prepare customized proposals tailored to client needs and follow up to ensure successful sales closures. Will maintain open, direct, and continuing communication with relationship managers, and other colleagues and provide necessary support to commercial segments and markets in meeting annual sales and profitability goals. Engage with internal teams to ensure a seamless onboarding experience for treasury services. Maintain awareness and diligence with risk management and regulatory requirements.
• Participate in local industry boards and committees to enhance the bank's reputation as a trusted provider of treasury services.
• Stay informed on market trends, technology developments, economic conditions, and regulatory changes that impact treasury management. Maintain proficiency in CRM systems, documenting sales activities and customer insights. Duties will also include participating in monthly staff and sales meetings, maintaining updated prospect lists, and reviewing book of business for opportunities.

Additional Responsibilities

• May assist in designing and presenting promotional materials, including seminars and workshops to both internal and external audiences.
• May serve as a stakeholder or committee member for internal treasury related projects or initiatives.

Qualifications

Education

Bachelor’s degree or the equivalent experience in Business or a related field. (Required)

Experience

5 or more years of Sales experience in the Treasury Management. (Required)

Up to 50% regional travel required.

Certifications

Certified Treasury Planner. (Preferred)

Knowledge, Skills, and Abilities

• Strong understanding of treasury products, cash management, and financial markets (Required)
• Excellent communication, negotiation, and interpersonal skills (Required)
• High attention to detail and strong problem-solving skills (Required)
• Ability to analyze financial data and market trends. (Required)
• Proven track record of managing customer relationships and achieving sales and profitability targets. (Required)
• Ability to leverage technology including CRM systems to interact with clients effectively and efficiently. (Required)
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)

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.

EEO Statement

Fulton Bank (Fulton) 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.