Treasury Solutions Associate – Cash Management

Valley National Bank; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Valley National Bank seeks a results‑driven sales professional to advance cash management/treasury solutions across retail and commercial banking segments. You will use consultative selling to tailor product sets, analyze deposits, and drive proposals to close sales.

Responsibilities include handling implementation with operations, maintaining client satisfaction, and regularly reporting on pipeline and performance to district leaders.

Responsibilities

• Use consultative selling techniques with clients and prospects to determine best product sets and features.
• Analyze account activity and balances to prepare proposals, present to clients, and close sales.
• Obtain required service agreements and account documentation.
• Coordinate with Cash Management/Treasury Solutions Operations on implementation.
• Maintain overall client satisfaction with Cash Management/Treasury Solutions products and services.
• Support Retail Bank in analyzing deposit relationships with existing and prospective clients.
• Attend District Sales Manager meetings monthly and follow up on all sales calls.
• Collaborate with Territory, District, and Commercial Lenders to identify cash management/treasury opportunities.
• Support Commercial Bank in deposit relationship analysis for existing and prospective clients.
• Attend Commercial Bank Team monthly meetings and follow up on all sales calls.
• Manage defined Retail Bank Sales Districts and Commercial Bank Territories.
• Create monthly sales reports showing pipeline, new product sets, and lost business.

Job description

Valley National Bank seeks a results‑driven sales professional to advance cash management/treasury solutions across retail and commercial banking segments. You will use consultative selling to tailor product sets, analyze deposits, and drive proposals to close sales.

Responsibilities include handling implementation with operations, maintaining client satisfaction, and regularly reporting on pipeline and performance to district leaders.