Senior Analyst - Treasury Management Sales International Group

Company: Disability Solutions
Location: Lancaster
Posted on: November 1, 2024

Job Description:

Value PropositionOur values define us and our inspires us to 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 We champion a culture of and We promote a digitally enabled work environment to continuously enhance the experience of our OverviewThis position plays a critical role in supporting the Sales team as well as customers and prospects by analyzing financial data, preparing sales reports, and assisting in the development of Treasury solutions for clients. This position requires a detail-oriented individual with strong analytical skills, a firm understanding of applicable products, and the ability to collaborate effectively with sales and client service teams. The position also requires exceptional analytical skills and the ability to lead and mentor junior team members.This is a hybrid opportunity and requires a minimum of 3 days a week in Lancaster, PA. Responsibilities

• Under minimal supervision, handle the evaluation, selection and analysis of products, solutions and services to be recommended to the client.
• Responsible for establishing client pricing structure and recommending deviation from standard based on market analysis and research. Maintain a thorough understanding of applicable products and services, including understanding of value and client benefit.
• Responsible for providing proactive support to sales team. 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 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 annual client reviews by researching client history and will make any necessary recommendations or proposals 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. Provide ongoing support to clients, addressing inquiries and ensuring a high level of customer satisfaction. Maintains an active role in responding to and completing sales opportunities with customers needing Treasury services.
• Conduct market research to identify potential sales opportunities and industry trends. Make recommendations on market 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. QualificationsEducationBachelor Degree or the equivalent experience (Required) with specialty in business, finance or international business.Required Experience5 or more years banking, sales administration, or international trade. 3 or more years proven experience in customer service, preferably in a banking or financial services environment. 3 or more years proven expertise in Salesforce user application. Required Knowledge, Skills, and Abilities
    • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
    • Excellent communication skills, both verbal and written, with a customer-centric approach.
    • Exceptional organizational skills, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. Other Duties as Assigned by ManagerThis 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 TransparencyTo 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 $47,700.00 - $79,600.00 annually.BenefitsAdditionally, 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 .EEO StatementFulton 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 StatementAs 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.

Keywords: Disability Solutions, Philadelphia , Senior Analyst - Treasury Management Sales International Group, Professions , Lancaster, Pennsylvania