Treasury Solutions Officer PA/Marlton NJ

vnbcareers; New Jersey; On-site; USD 90,000 - 150,000; Full time

Job summary

vnbcareers seeks an experienced Treasury Solutions Sales professional in the United States (NJ area) to advise clients including homeowners associations and property management firms. You will assess needs, propose cash management and treasury solutions, and drive sales through consultative selling.

Travel readiness is required, with substantial client meetings and collaboration with bank teams to deliver tailored product sets and support ongoing relationships.

Qualifications

• 7+ years' experience in Treasury Solutions Sales.
• High School diploma or GED.
• Bachelor's Degree in business-related field preferred.
• AAFP certification preferred.
• Valid Driver's License.

Responsibilities

• Act as a trusted advisor to business clients, HOAs, and PMCs to deliver a tailored suite of services.
• Assess client needs and identify solutions to meet those needs; communicate needs to support partners.
• Partner with client-facing teammates to consult on sales opportunities and deliver product expertise.
• Ensure client satisfaction by understanding business client, HOA, and PMC needs and advocating for them at the bank.
• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions products/services.
• Assist management in developing new products/services, marketing materials, and sales objectives.
• Use consultative selling to determine best product sets for client requirements.
• Analyze account activity and balances for proposals, generate proposals, present to clients, HOA Boards and PMCs, and close sales.
• Obtain required service agreements and account documentation.
• Manage implementation with Cash Management/Treasury Solutions Operations.
• Support Retail Bank's deposits relationship analysis.
• Travel 75% of the time to visit clients/prospects.
• Attend District Sales Manager meetings monthly; follow-up on sales calls.
• Work with Territory Sales Managers, District Sales Managers and Commercial Lenders on opportunities.
• Attend Commercial Bank Team meetings; follow-up on sales calls; collaborate with Relationship Managers.
• Cover defined Retail Bank Sales Districts and Commercial Bank Sales Territories; attend conferences and network events.
• Assist in developing new cash management/treasury solutions and liaise with vendors.
• Create monthly sales reports showing pipeline, new products, and lost business.

Skills

Review bank statements

Excel proficiency

PowerPoint for proposals

Communication

Trusted advisor / consultative selling

Interpersonal skills

Treasury management product knowledge

Regulatory knowledge

Sales & service skills

Proposal development

Education

Bachelor's Degree in business-related field

High School diploma or GED

AAFP certification

Tools

MS 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.
• 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.
• Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
• Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
• 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 75% 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 Bank Team's monthly meetings.
  • Follow-up on all Sales calls.
  • Work with Relationship Managers in identifying 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 the efforts in the development of new cash management/treasury solutions product set 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.

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.
• Superior 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 7 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 7 years' experience in Treasury Solutions Sales preferred.
• AAFP certification preferred.