Treasury Solutions Officer II

Valley Bank; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Valley Bank seeks a Treasury Solutions Sales professional to serve commercial and industrial clients with tailored cash management services. You will act as a trusted advisor, collaborating with relationship managers and cross-functional teams to identify client needs and close sales.

The role covers the full sales lifecycle—from opportunity identification and proposal development to onboarding coordination—along with client visits and industry events.

Qualifications

• High School diploma or GED with 5+ years in Treasury Solutions Sales.
• Bachelor's degree in business, accounting, or finance with 5+ years in Treasury Solutions Sales preferred.
• Valid driver’s license.
• Strong Excel and PowerPoint proficiency for proposals.

Responsibilities

• Manage the full sales lifecycle from opportunity identification to close.
• Develop and present proposals, tailoring solutions to client needs.
• Partner with relationship managers and cross-functional teams to deliver product expertise.
• Coordinate onboarding and ensure a smooth client experience.
• Visit clients and prospects; attend industry conferences and events.
• Stay current on cash management products, services, and trends.

Skills

Communication

Presentation

Interpersonal skills

Organizational skills

Education

High School diploma or GED

Bachelor's degree in business/finance

Tools

Excel

PowerPoint

Job description

At Valley Bank, we believe in people’s growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we’ve been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That’s why when you work for us, we make it our goal to help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients—that includes all our associates as well.

This role serves as a trusted advisor to business clients, delivering tailored cash management and treasury solutions through a consultative, client-first approach. The individual partners closely with relationship managers and cross-functional teams to assess client needs, develop and present solutions, generate proposals, and close sales. Responsibilities include managing the full sales lifecycle—from opportunity identification and proposal development to onboarding coordination—while maintaining strong follow-up and ongoing client engagement. The role also involves client and prospect visits, participation in industry events, and staying current on cash management products, services, and trends.

This role will focus on Commercial & Industrial clients in the $25 million-2 billion range.

Responsibilities include but are not limited to:

Work as a trusted advisor with all business clients 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.

Analyze account activity and balances for proposals, generate proposals, present to business clients and close sales.

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.

Partner with our Commercial Services team to manage the onboarding experience.

Traveling: visiting clients and/or prospects as needed

Follow-up on all Sales calls.

May attend various conferences, conventions, educational and networking events.

Required Skills:

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 cash management products, services and trends (Fraud Prevention, Lockbox, etc).

Sales and service abilities; Ability to assess client needs and provide solutions.

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.