Senior Treasury Solutions Advisor — Commercial Growth

Valley Bank; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Valley Bank seeks a Treasury Solutions Sales professional to serve commercial and industrial clients with tailored cash management services. You will act as a trusted advisor, collaborating with relationship managers and cross-functional teams to identify client needs and close sales.

The role covers the full sales lifecycle—from opportunity identification and proposal development to onboarding coordination—along with client visits and industry events.

Qualifications

• High School diploma or GED with 5+ years in Treasury Solutions Sales.
• Bachelor's degree in business, accounting, or finance with 5+ years in Treasury Solutions Sales preferred.
• Valid driver’s license.
• Strong Excel and PowerPoint proficiency for proposals.

Responsibilities

• Manage the full sales lifecycle from opportunity identification to close.
• Develop and present proposals, tailoring solutions to client needs.
• Partner with relationship managers and cross-functional teams to deliver product expertise.
• Coordinate onboarding and ensure a smooth client experience.
• Visit clients and prospects; attend industry conferences and events.
• Stay current on cash management products, services, and trends.

Skills

Communication

Presentation

Interpersonal skills

Organizational skills

Education

High School diploma or GED

Bachelor's degree in business/finance

Tools

Excel

PowerPoint

Job description

Valley Bank seeks a Treasury Solutions Sales professional to serve commercial and industrial clients with tailored cash management services. You will act as a trusted advisor, collaborating with relationship managers and cross-functional teams to identify client needs and close sales.

The role covers the full sales lifecycle—from opportunity identification and proposal development to onboarding coordination—along with client visits and industry events.