Treasury Solutions Officer II

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

Responsibilities include but are not limited to:

• Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
• Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
• Network in the related field to aquire new customers and make introductions to lending teams.
• Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
• Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
• Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
• Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process along with Cash Management/Treasury Solutions Operations.
• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
• Traveling: visiting clients and/or prospects 60% of the time
  • 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 Lending Bank Team's monthly meetings.
  • Follow-up on all Sales calls.
  • Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base
  • Maintain up-to-date knowledge of competitor's products and pricing in the market.
• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
  • Attend various conferences, conventions, educational and networking events.
  • Become an active member in CAI or similar HOA/PMC Organizations.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Required Skills:

• Must have the skill to review and analyze bank statements and apply the results to specific product sets.
• Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Broad and deep familiarity with US treasury management products, services and trends.
• Sales and service abilities; Ability to assess client needs and provide solutions.
• Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience:

• High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
• Valid Driver's License.
• Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.
• AAFP certification preferred.