Treasury Solutions Officer I

Valley Bank; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Valley Bank in Tampa is seeking a seasoned sales professional to drive Cash Management and Treasury Solutions across Retail and Commercial segments. You will analyze client accounts, prepare detailed proposals, and coordinate with Operations to implement solutions, ensuring high client satisfaction.

Ideal candidates bring 2+ years in cash management sales, strong Excel/PowerPoint skills, and a valid driver's license. Bachelor's degree preferred and AA FP certification welcomed.

Qualifications

• High School Diploma or GED with 2+ years cash management or related sales experience.
• Valid Driver's License.
• Bachelor's Degree preferred.
• General banking knowledge preferred.
• AAFP certification preferred.

Responsibilities

• Use consultative selling to determine product sets and features for clients.
• Analyze account activity and balances to prepare proposals and close sales.
• Obtain service agreements and required documentation for products.
• Guide implementation with Cash Management/Treasury Solutions Operations.
• Ensure client satisfaction with Cash Management/Treasury services.
• Support retail bank in analyzing deposit relationships.
• Attend district sales manager meetings monthly.
• Follow up on all sales calls.
• Identify opportunities with existing and prospective clients via collaboration with managers and lenders.
• Create monthly sales reports on pipeline, new products, and lost business.

Skills

Verbal & written communication

Sales skills

Account analysis

Education

High School Diploma or GED

Bachelor's Degree preferred

AAFP certification preferred

Tools

Excel

PowerPoint

Job description

Responsibilities Include But Are Not Limited To

• Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
• Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process along with Cash Management/Treasury Solutions Operations.
• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
• Attend assigned District Sales Manager meetings on at least a monthly basis.
• Follow-up on all Sales calls.
• Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
• Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
• Attend assigned Commercial Bank Team's monthly meetings.
• Follow-up on all Sales calls.
• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Required Skills

• Good verbal and written communication skills.
• Must have the skill to review and analyze bank statements and apply the results to specific product sets.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Superior sales and service abilities.

Required Experience

• High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience.
• Valid Driver's License.
• Bachelor's Degree preferred.
• General banking knowledge preferred.
• AAFP certification preferred.