Treasury Solutions Advisor II - Travel Client Advocate

Valley National Bank; Seven Isles (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Valley National Bank seeks an experienced Commercial Banking Sales professional to serve business clients, Homeowners Associations and Property Management Companies with a tailored suite of cash management and treasury solutions.

The role focuses on assessing client needs, coordinating with lending and product teams, and driving sales opportunities while traveling to meet clients and prospects about 60% of the time. You will stay current on competitors and help develop new products.

Responsibilities

• Act as trusted advisor to business clients, HOAs, and PMCs to deliver tailored services.
• Identify client needs and communicate them to partners.
• Collaborate with sales teams to advise on cash management and treasury solutions.
• Travel to meet clients and prospects about 60% of the time.
• Support commercial lenders in analyzing deposit relationships and opportunities.
• Attend district and commercial lending meetings and follow up on sales calls.

Job description

Valley National Bank seeks an experienced Commercial Banking Sales professional to serve business clients, Homeowners Associations and Property Management Companies with a tailored suite of cash management and treasury solutions.

The role focuses on assessing client needs, coordinating with lending and product teams, and driving sales opportunities while traveling to meet clients and prospects about 60% of the time. You will stay current on competitors and help develop new products.