Treasury Solutions Officer II

Valley National Bank; Fort Lauderdale, Northern (FL, KY); Hybrid; USD 98,000 - 172,000; Full time

Job summary

Valley Bank is seeking a Treasury Solutions Officer II to drive sales, implement cash management solutions, and grow deposits across our Florida footprint. You will partner with relationship bankers, lenders, and operations to tailor treasury offerings for commercial clients, HOA, and property managers, while traveling about 60% of the time.

The role requires strong advisory skills, deep knowledge of treasury products, and an ability to translate client needs into the right product mix.

Qualifications

• 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.

Responsibilities

• 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.
• 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 acquire new customers and make introductions to lending teams.
• Ensure client satisfaction by understanding needs of all business clients, HOA 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.

Skills

Treasury sales

Client advisory

Communication

Regulatory knowledge

Education

Bachelor's degree in business/finance

AAFP certification

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.
The Treasury Solutions Officer II is responsible for sales, marketing, and successful implementation of cash management/treasury solutions services, deposit acquisition and revenue generation within the bank's footprint covering New York, New Jersey, Florida - Alabama to the commercial/municipal, HOA, Property Management client base and prospective clients.

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.

Requirements

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.

Full-time/Part-time

Full-time

FLSA

Exempt

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $98,400.00 - $171,900.00 / year

Pay Transparency

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

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Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

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