Treasury Solutions Officer PA/Marlton NJ

Valley National Bank; Marlton (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

Valley National Bank is seeking an experienced advisor to work with business clients, Homeowners Associations, and Property Management Companies. You will tailor services, assess client needs, and ensure satisfaction with cash management and treasury solutions.

This role demands strong advisory skills, a consultative selling approach, and analytical capabilities. You will collaborate closely with sales teams and manage client relationships effectively. Frequent travel to meet clients is required.

Qualifications

• Ability to assess client needs and provide tailored solutions.
• Experience in managing client relationships and ensuring satisfaction.
• Strong analytical skills to review account activity.

Responsibilities

• Serve as a trusted advisor for business clients and organizations.
• Analyze client needs and provide appropriate solutions.
• Manage and enhance client satisfaction with existing products.

Skills

Client advisory skills

Consultative selling techniques

Strong communication skills

Problem-solving skills

Job description

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 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.
• Ensure client satisfaction by understanding the needs of all business clients, Homeowners Associations and Property Management Companies and advocating for them 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.
• Use consultative selling techniques with clients and prospects to determine the product sets and features that best suit their requirements.
• Analyze account activity and balances, generate proposals, present them to business clients, HOA Boards and Property Management Companies, and close sales.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process in collaboration with Cash Management/Treasury Solutions Operations.
• Support the Retail Bank’s efforts in analyzing deposit relationships with both existing and prospective clients.
• Travel to visit clients and prospects about 75% of the time.
  • Attend assigned District Sales Manager meetings at least monthly.
  • Follow up on all sales calls.
  • Work with Territory Sales Managers, District Sales Managers and Commercial Lenders to identify 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 clients.
  • Attend assigned Commercial Bank Team’s monthly meetings.
  • Follow up on all sales calls.
  • Work with Relationship Managers to identify cash management/treasury solutions opportunities with both existing client base and prospect client base.
• 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.
• Assist in the development of new cash management/treasury solutions product sets and enhancements to existing product sets.
• Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.