Treasury Management Sales Officer
$81.2k - $135.3kFulton Bank
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 Delaware or greater Philadelphia region, 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. Responsible for developing and managing relationships with corporate customers, as well as collaborating consistently with Relationship Managers, Product Specialists, and Segment and Market 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 potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications. They are tasked with generating new business by leveraging referrals and conducting cold calls. They will be responsible for maintaining and developing their book of business. 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 bank 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. Specialty: business or equivalent. (Required) Experience 3 or more years sales experience, preferably in treasury management. (Required) 3 or more years proven track record of managing customer relationships and achieving sales targets. (Required) Certifications Certified Treasury Professional. (Preferred) Knowledge, Skills, and Abilities 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) Excellent organizational skills and ability to manage, prioritize, work under pressure and meet tight deadlines (Required) Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. 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 may vary based on geographic location. The salary range for this position is $81,200.00 - $135,300.00 annually. Additional Compensation Components 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. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. 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. 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. #J-18808-Ljbffr Fulton Bank
$130k - $150k
Treasury Management Sales Officer (New York Region) Job DescriptionJob OverviewThe Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits...SuggestedLocal area$114.1k - $190.1k
...Regional travel required. Market and sell the entire range of treasury and cash management specific products and services throughout a designated... ...Responsible for driving income and creating sales opportunities by promoting treasury products and services....SuggestedTemporary workWork experience placementLocal areaWork visaFlexible hours$180k - $190k
...Designation: Hybrid - 3 days per week Role OverviewThe Zone Sales Officer is a senior sales leader responsible for driving sustainable,... ...BringRequired SkillsBachelor's degree in Business, Finance, Marketing, Management, or a related field.Life and Health insurance license; SIE,...SuggestedLocal areaHome office3 days per week- AVP, Cash Management Sales Officer - DUBAI (UAE Nationals Only) Job Req Id: 26986292 Location(s): Dubai, Dubai, United Arab Emirates Job Type:... ...segments. Identify client challenges and provide holistic treasury solutions allowing clients to grow faster and become more efficient...SuggestedFull time
$133.2k - $235k
...America is committed to an in-office culture that supports... ...turning technology advances into treasury solutions for our clients globally... ...in providing liquidity management, payments and receipts, trade... ...Driven by Technology.The Treasury Sales Officer (TSO) will be...SuggestedFull timeWork at officeFlexible hoursDay shift$107k - $133.5k
...America is committed to an in-office culture that supports... ...turning technology advances into treasury solutions for our clients globally... ...in providing liquidity management, payments and receipts, trade... ...Reporting to the Head of US Treasury Sales Client Officers (TSCO) the...Full timeWork at officeFlexible hoursDay shift$108k - $160k
...America is committed to an in-office culture with specific... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$133.2k - $235k
...America is committed to an in-office culture that supports... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift- ...Executive Sales Officer | Equipment Finance | Remote Altius Search Group is recruiting for a client seeking an experienced Executive... ...operations teams to ensure a high level of service and sound risk management Manage and grow an active pipeline to meet or exceed...Remote jobWork at office
- ...America is committed to an in-office culture with specific... ...turning technology advances into treasury solutions for our clients globally... ...in providing liquidity management, payments and receipts, trade... ...by Technology. The Treasury Sales Officer (TSO) will be responsible...Work at office
- Bank of America is seeking a Transformative Healthcare Group Treasury Sales Officer to lead treasury revenue growth across a portfolio of For Profit Healthcare clients. You will collaborate with client managers and product specialists to tailor treasury solutions and...
$250k
...leader empowering CFOs and finance teams with cloud-based treasury, payments, risk management and working capital solutions. We serve 3,000+ customers... ...Kyriba delivers transformational valueOrchestrate complex sales cycles (typically 90-180 days) involving multiple...Full timeContract workWorldwide- ...this role:Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments &... ...and merchant processing solutions.Drive sales performance by developing and executing... ...work schedule (at least three days in office and up to two days working remotely)This...Full timeWork experience placementWork at officeRemote work
- ...Pre-Sales Solution Consultant For Integrity Treasury Management System About the role: The world of treasury and payments is transforming rapidly through AI, automation, real-time payments, and digital banking connectivity. At FIS, we help the world's largest corporations...Flexible hours
- ...Join a world-class legal team at JPMorganChase, one of the largest asset and wealth managers globally. Make a direct impact by advising on complex alternative investment products and supporting innovative solutions for institutional and high net worth clients. As a...
- ...Treasury Sales Associate In Commercial Banking Are you customer focused, enjoy building relationships... ...in contributing to new sales targets, managing business relationships, and achieving... ...such as a Treasury Management Officer position. Job Responsibilities Collaborate...Work at office
- ...international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and... ..., Capabilities and Skills8+ years of successful direct sales or relationship management - focused on International Treasury...Work at officeOverseas
$180k - $220k
...paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork...Full timeWork at officeRemote work- ...have experience in relationship management. You have found the right team.As a Payments Sales Manager (PSM) Executive... ...Product and the Banking coverage officers. You will also be required to collaborate... ...levels to provide integrated treasury solutions within a consultative...
$275k - $300k
Position SummaryThe Sr. Institutional Sales Officer will be responsible for collaborating with various groups within TCW to raise new assets... ...teamsUtilize consultative selling techniques to develop and manage meaningful relationships with institutional clients and prospects...Full timeWork at officeRemote work- ...America is committed to an in-office culture with specific... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...Work experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift
- ...Strengthen pipeline quality, forecasting, and strategic account management. Build greater collaboration and cross-selling across... ...of the industry's most respected organizations. #engineering #sales-leadership #revenue-growth #go-to-market-strategy #organizational...
- ...outstanding customer service, uphold our Mission and Core Values, generate sales, housekeeping, merchandising, signing, pricing, cash register operations (POS), loss prevention, and support the store management team. Cashiers are in charge of our customer-first philosophy and...Part timeFlexible hoursAfternoon shift
$100k - $140k
...Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker... ...when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on...Full timeWork at officeRemote work$17 per hour
...expertise and level of execution across every component feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues. The Legends Global culture is one of...For contractorsLocal areaWorldwideNight shift- ...Cashier The Office of Fiscal Operations is recruiting for one (1) Clerical Associate III to function as the Cashier within the Cashiers... ...Research customer payments by using the DARB system, Welfare Management System (WMS) and the HRA One Viewer in order to perform...Work at officeRemote work
- ...? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will... ...in contributing to new sales targets, managing business relationships, and achieving... ...Solutions such as a Treasury Management Officer position. Job responsibilities Collaborate...Work at office
- ...disciplined growth and delivering scalable, risk-managed outcomes across the firm.As an Executive... ...within Structured Working Capital Sales & Origination, you will lead client engagements... ...to build relationships with CFOs, treasury teams, fintech executives, and financing...Contract work
$130k - $185k
...team responsible for growing assets under management (AUM) by promoting and distributing the... ....ResponsibilitiesLeverage a consultative sales process to acquire new relationships, expand... ...through existing wealth management home office relationships, to iCapital’s best-in-...Full timeWork at officeRemote workHome office$18 - $19.5 per hour
...Financial Results Assists team to achieve store location's sales, per cap and purchase with purchase goals. Achieves personal... ...accuracy of all register transactions. Works assigned schedule. Management and Operating Results Accountable for completing product,...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Management Sales Officer. Be the first to apply!
- treasury accountant New York, NY
- treasury director New York, NY
- treasury manager New York, NY
- treasury sales officer New York, NY
- sales officer New York, NY
- sales support administrator New York, NY
- sales support assistant New York, NY
- treasury department New York, NY
- treasury sales New York, NY
- treasury specialist New York, NY


