Treasury Solutions Advisor for Enterprise & HOA Clients

vnbcareers; Fort Lauderdale (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

vnbcareers seeks a Treasury Solutions Sales professional to act as a trusted advisor to business clients, HOAs, and property management companies. You will tailor cash management offerings, assess client needs, and drive sales opportunities with cross-functional teams.

You will manage end-to-end sales cycles, from discovery to proposal to close, while coordinating with treasury operations for implementation. Significant travel (60%) is required.

Qualifications

• Bachelor's degree in a business-related field; 5+ years Treasury Solutions Sales preferred.
• High School diploma or GED is required; 5+ years Treasury Solutions Sales experience preferred.
• AAFP certification is a plus.

Responsibilities

• Serve as a trusted advisor to business clients, HOAs, and PMCs to deliver tailored treasury solutions.
• Assess client needs and identify solutions; convey needs to partners.
• Collaborate with client-facing teams to consult on sales opportunities and deliver best-fit solutions.
• Travel 60% to visit clients and prospects.
• Analyze account activity, prepare and present proposals to clients, HOA boards, and PMCs, and close sales.
• Manage implementation with Treasury Solutions Operations and monitor deposits relationships.
• Attend district and commercial lending meetings to pursue cash management opportunities.
• Maintain up-to-date knowledge of competitors’ products and pricing.

Skills

Analyze bank statements

Trusted advisor communication

Excel

PowerPoint

Treasury management knowledge

Sales & service

Regulatory knowledge

Education

Bachelor's degree in business/finance

High School diploma or GED

AAFP certification

Tools

Excel

PowerPoint

Job description

vnbcareers seeks a Treasury Solutions Sales professional to act as a trusted advisor to business clients, HOAs, and property management companies. You will tailor cash management offerings, assess client needs, and drive sales opportunities with cross-functional teams.

You will manage end-to-end sales cycles, from discovery to proposal to close, while coordinating with treasury operations for implementation. Significant travel (60%) is required.