Treasury Solutions Pro: Cash Management & Advisory

Valley National Bank; Fort Lauderdale (FL); On-site; USD 98,000 - 172,000; Full time

Job summary

Valley Bank is seeking a Treasury Solutions Officer II to lead sales, marketing, and implementation of cash management and treasury services across its footprint, with a focus on Florida. You will work with business clients, HOAs, and property management firms to identify and deliver tailored treasury solutions, while collaborating with lending teams and regional managers.

The role requires strong advisory skills, experience in treasury solutions sales, and the ability to travel up to 60% of the

Qualifications

• Review and analyze bank statements to tailor treasury solutions.
• Strong advisory and consulting skills for client needs.
• Proficient with Excel and PowerPoint for proposals.

Responsibilities

• Act as trusted advisor to business clients, HOAs, and property management firms to deliver cash management solutions.
• Assess client needs and identify tailored treasury product options; coordinate with partners.
• Collaborate with sales teams to pursue opportunities and close deals.
• Travel to visit clients 60% of the time and participate in district/meetings.

Skills

Bank statements analysis

Consultative selling

Excel & PowerPoint

Treasury management knowledge

Client advisory

Education

Bachelor's degree in business/related field

AAFP certification (preferred)

Tools

Excel

PowerPoint

Job description

Valley Bank is seeking a Treasury Solutions Officer II to lead sales, marketing, and implementation of cash management and treasury services across its footprint, with a focus on Florida. You will work with business clients, HOAs, and property management firms to identify and deliver tailored treasury solutions, while collaborating with lending teams and regional managers.

The role requires strong advisory skills, experience in treasury solutions sales, and the ability to travel up to 60% of the