Responsibilities
- Direct the activities of treasury management sales officers.
- Market and sell the entire range of department products and services throughout Fulton Financial Corporation's geographical footprint.
- Maintain in depth knowledge of industry trends and develop strong community presence and networking contacts in order to access potential clients.
- Have full overview of the department in a sales aspect.
- Manage generating income and sales opportunities by selling department products and services with a focus on meeting and exceeding established goals.
- Be involved in more complex, senior level projects.
- Assist in the design and presentation of both internal and external sales and information seminars, workshops and other presentations that will promote the departments products and services.
- Participate in local industry organizational boards and committees where applicable.
- Cultivate in market referral sources and enhance Fulton Financial Corporation’s reputation of a trusted provider of treasury services.
- Determine and manage department related sales strategies and programs and have authority over pricing and decisions at the client level.
- Manage the sales officer activities as well as direct best selling practices.
- Monitor closed sale activities, provide feedback on best practices and areas for improvement, review monthly sales activities, ensuring deadlines are met and conduct annual performance reviews.
- Be responsible for onboarding, training, developing, managing and promoting a team environment.
- Handle all human resources responsibilities including but not limited to, staffing levels, hiring, firing, performance reviews, merit increases, etc.
- Maintain open, direct and continuing communication with senior management in designated territories and provide necessary support to divisions in meeting annual sales goals.
- Regularly attend appropriate sales meetings within designated areas of responsibility.
- Provide training to staff in all aspects of department products and services.
- Coordinate joint prospecting and calling with market team.
- Periodically update local division management on sales activities and progress.
- Support department marketing campaigns.
- Participate in the department budget and review process.
- Foster positive and effective cross functional relationships within the structure of the department.
- Be involved in the developing of department sales strategies, sales initiatives, projects and department presentations.
- Complete monthly sales reporting and regularly update management on documented sales calls, pending opportunities and closed sales.
- Be accountable for tracking and monitoring reporting and sales performance.
- Participate in monthly staff and sales meetings.
- Maintain updated prospect lists.
- Review monthly customer transactional activity.
- Complete expense reports on a timely basis.
Requirements
- Must be able to travel within footprint a minimum of once a month.
Work Arrangement
Hybrid
Team
Structure: managing treasury management sales officers
