Treasury Solutions Officer II

Valley National Bank; Seven Isles (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Valley National Bank seeks an experienced Commercial Banking Sales professional to serve business clients, Homeowners Associations and Property Management Companies with a tailored suite of cash management and treasury solutions.

The role focuses on assessing client needs, coordinating with lending and product teams, and driving sales opportunities while traveling to meet clients and prospects about 60% of the time. You will stay current on competitors and help develop new products.

Responsibilities

• Act as trusted advisor to business clients, HOAs, and PMCs to deliver tailored services.
• Identify client needs and communicate them to partners.
• Collaborate with sales teams to advise on cash management and treasury solutions.
• Travel to meet clients and prospects about 60% of the time.
• Support commercial lenders in analyzing deposit relationships and opportunities.
• Attend district and commercial lending meetings and follow up on sales calls.

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.