Treasury Solutions Advisor

Valley National Bank; Marlton (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

Valley National Bank is seeking an experienced advisor to work with business clients, Homeowners Associations, and Property Management Companies. You will tailor services, assess client needs, and ensure satisfaction with cash management and treasury solutions.

This role demands strong advisory skills, a consultative selling approach, and analytical capabilities. You will collaborate closely with sales teams and manage client relationships effectively. Frequent travel to meet clients is required.

Qualifications

• Ability to assess client needs and provide tailored solutions.
• Experience in managing client relationships and ensuring satisfaction.
• Strong analytical skills to review account activity.

Responsibilities

• Serve as a trusted advisor for business clients and organizations.
• Analyze client needs and provide appropriate solutions.
• Manage and enhance client satisfaction with existing products.

Skills

Client advisory skills

Consultative selling techniques

Strong communication skills

Problem-solving skills

Job description

Valley National Bank is seeking an experienced advisor to work with business clients, Homeowners Associations, and Property Management Companies. You will tailor services, assess client needs, and ensure satisfaction with cash management and treasury solutions.

This role demands strong advisory skills, a consultative selling approach, and analytical capabilities. You will collaborate closely with sales teams and manage client relationships effectively. Frequent travel to meet clients is required.